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 | $62,392 | $74,927-16.7% | $101,794-38.7% | $84,808-26.4% |
| Participation rate | 97.4% | 61.4%+36.0pp | 69.2%+28.3pp | 68.3%+29.1pp |
| Annual return | 13.35% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,332 | $1,522+53.2% | $2,289+1.9% | $2,631-11.4% |
| Participant deferral / active EE | $2,021 | $3,099-34.8% | $4,084-50.5% | $4,212-52.0% |
| Admin fee / account holder | $4,093 | $6,514-37.2% | $8,777-53.4% | $7,344-44.3% |