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 | $51,797 | $80,717-35.8% | $154,803-66.5% | $84,808-38.9% |
| Participation rate | 83.7% | 66.8%+16.9pp | 78.1%+5.7pp | 68.3%+15.4pp |
| Annual return | 13.38% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,650 | $2,761-40.3% | $4,305-61.7% | $2,631-37.3% |
| Participant deferral / active EE | $2,314 | $3,303-30.0% | $5,540-58.2% | $4,212-45.1% |
| Admin fee / account holder | $4,585 | $6,746-32.0% | $14,329-68.0% | $7,344-37.6% |