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 | $57,019 | $80,673-29.3% | $101,326-43.7% | $84,808-32.8% |
| Participation rate | 70.8% | 77.8%-6.9pp | 81.5%-10.7pp | 68.3%+2.5pp |
| Annual return | 19.62% | 38.95%-19.3pp | 36.82%-17.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,745 | $6,840+57.1% | $7,994+34.4% | $4,212+155.1% |
| Admin fee / account holder | $6,350 | $12,784-50.3% | $11,185-43.2% | $7,344-13.5% |