See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,833 | $153,772-67.6% | $133,980-62.8% | $273,961-81.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 5.81% | 36.51%-30.7pp | 29.30%-23.5pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,921 | $6,029-51.5% | $5,211-43.9% | $4,869-40.0% |
| Participant deferral / active EE | $6,164 | $6,958-11.4% | $6,282-1.9% | $5,287+16.6% |
| Admin fee / account holder | $818 | $11,765-93.1% | $9,324-91.2% | $10,132-91.9% |