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 | $60,315 | $80,673-25.2% | $101,326-40.5% | $84,808-28.9% |
| Participation rate | 78.8% | 77.8%+1.0pp | 81.5%-2.7pp | 68.3%+10.5pp |
| Annual return | 14.57% | 38.95%-24.4pp | 36.82%-22.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $646 | $2,698-76.1% | $3,665-82.4% | $2,631-75.4% |
| Participant deferral / active EE | $3,638 | $6,840-46.8% | $7,994-54.5% | $4,212-13.6% |
| Admin fee / account holder | $3,705 | $12,784-71.0% | $11,185-66.9% | $7,344-49.6% |