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 8-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 | $69,775 | $95,803-27.2% | $113,168-38.3% | $84,808-17.7% |
| Participation rate | 98.2% | 72.9%+25.3pp | 76.6%+21.6pp | 68.3%+29.9pp |
| Annual return | 23.81% | 25.00%-1.2pp | 24.27%-0.5pp | 40.90%-17.1pp |
| Employer contribution / active EE | $3,010 | $2,360+27.5% | $2,975+1.2% | $2,631+14.4% |
| Participant deferral / active EE | $6,404 | $4,242+51.0% | $5,107+25.4% | $4,212+52.1% |
| Admin fee / account holder | $2,284 | $8,989-74.6% | $12,068-81.1% | $7,344-68.9% |