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 5-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 | $26,995 | $81,460-66.9% | $103,333-73.9% | $80,856-66.6% |
| Participation rate | 84.2% | 66.8%+17.4pp | 74.5%+9.7pp | 67.6%+16.6pp |
| Annual return | 14.96% | 25.55%-10.6pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,209 | $3,105-28.8% | $3,868-42.9% | $2,755-19.8% |
| Participant deferral / active EE | $5,077 | $3,869+31.2% | $5,057+0.4% | $4,296+18.2% |
| Admin fee / account holder | $1,155 | $6,566-82.4% | $8,355-86.2% | $6,918-83.3% |