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 | $76,447 | $101,724-24.8% | $164,813-53.6% | $80,856-5.5% |
| Participation rate | 74.6% | 71.8%+2.7pp | 78.6%-4.0pp | 67.6%+6.9pp |
| Annual return | 11.10% | 16.72%-5.6pp | 69.93%-58.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,287 | $2,953-56.4% | $4,341-70.4% | $2,755-53.3% |
| Participant deferral / active EE | $3,624 | $4,477-19.0% | $6,031-39.9% | $4,296-15.6% |
| Admin fee / account holder | $16,725 | $8,227+103.3% | $12,690+31.8% | $6,918+141.8% |