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 10-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 | $42,344 | $95,803-55.8% | $113,168-62.6% | $84,808-50.1% |
| Participation rate | 78.6% | 72.9%+5.7pp | 76.6%+2.0pp | 68.3%+10.3pp |
| Annual return | 14.56% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $4,199 | $2,360+77.9% | $2,975+41.1% | $2,631+59.6% |
| Participant deferral / active EE | $3,026 | $4,242-28.7% | $5,107-40.7% | $4,212-28.1% |
| Admin fee / account holder | $8,521 | $8,989-5.2% | $12,068-29.4% | $7,344+16.0% |