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 | $68,231 | $153,311-55.5% | $109,313-37.6% | $273,961-75.1% |
| Participation rate | 84.2% | 80.1%+4.1pp | 71.3%+12.9pp | 83.0%+1.2pp |
| Annual return | 8.13% | 29.86%-21.7pp | 22.07%-13.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,052 | $5,619-45.7% | $3,892-21.6% | $4,869-37.3% |
| Participant deferral / active EE | $5,602 | $3,932+42.5% | $3,166+76.9% | $5,287+6.0% |
| Admin fee / account holder | $995 | $8,076-87.7% | $5,666-82.4% | $10,132-90.2% |