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 | $74,019 | $138,347-46.5% | $184,203-59.8% | $80,856-8.5% |
| Participation rate | 93.3% | 83.9%+9.5pp | 86.8%+6.5pp | 67.6%+25.7pp |
| Annual return | 11.65% | 20.02%-8.4pp | 28.81%-17.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,486 | $4,850-48.8% | $6,427-61.3% | $2,755-9.8% |
| Participant deferral / active EE | $3,312 | $7,071-53.2% | $9,131-63.7% | $4,296-22.9% |
| Admin fee / account holder | $2,639 | $10,483-74.8% | $13,901-81.0% | $6,918-61.9% |