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 | $65,170 | $148,978-56.3% | $200,582-67.5% | $84,808-23.2% |
| Participation rate | 88.0% | 84.2%+3.8pp | 86.9%+1.1pp | 68.3%+19.7pp |
| Annual return | 16.62% | 28.16%-11.5pp | 42.33%-25.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,352 | $4,815-51.2% | $6,419-63.4% | $2,631-10.6% |
| Participant deferral / active EE | $3,501 | $7,142-51.0% | $9,331-62.5% | $4,212-16.9% |
| Admin fee / account holder | $1,666 | $13,977-88.1% | $16,305-89.8% | $7,344-77.3% |