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 | $60,078 | $72,277-16.9% | $101,248-40.7% | $79,858-24.8% |
| Participation rate | 76.0% | 68.5%+7.5pp | 75.8%+0.2pp | 69.6%+6.4pp |
| Annual return | 23.03% | 22.30%+0.7pp | 46.47%-23.4pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,041 | $2,692-61.3% | $3,660-71.5% | $2,471-57.8% |
| Participant deferral / active EE | $2,946 | $3,282-10.2% | $4,370-32.6% | $3,740-21.2% |
| Admin fee / account holder | $9,500 | $4,400+115.9% | $5,945+59.8% | $5,306+79.0% |