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 7-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 | $55,909 | $80,673-30.7% | $101,326-44.8% | $84,808-34.1% |
| Participation rate | 76.5% | 77.8%-1.3pp | 81.5%-5.0pp | 68.3%+8.2pp |
| Annual return | 21.15% | 38.95%-17.8pp | 36.82%-15.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $911 | $2,698-66.2% | $3,665-75.1% | $2,631-65.4% |
| Participant deferral / active EE | $6,287 | $6,840-8.1% | $7,994-21.3% | $4,212+49.3% |
| Admin fee / account holder | $3,648 | $12,784-71.5% | $11,185-67.4% | $7,344-50.3% |