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 | $52,921 | $65,685-19.4% | $57,179-7.4% | $273,961-80.7% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 6.35% | 21.99%-15.6pp | 14.59%-8.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,666 | $3,279-49.2% | $2,682-37.9% | $4,869-65.8% |
| Participant deferral / active EE | $5,835 | $3,782+54.3% | $3,096+88.5% | $5,287+10.4% |
| Admin fee / account holder | $32,360 | $4,835+569.3% | $3,139+930.9% | $10,132+219.4% |