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 | $44,312 | $65,365-32.2% | $92,893-52.3% | $72,985-39.3% |
| Participation rate | 86.5% | 68.3%+18.2pp | 76.0%+10.5pp | 69.5%+17.1pp |
| Annual return | 22.26% | 42.10%-19.8pp | 109.41%-87.2pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,259 | $2,594-12.9% | $3,653-38.2% | $2,440-7.4% |
| Participant deferral / active EE | $3,897 | $3,128+24.6% | $4,236-8.0% | $3,607+8.0% |
| Admin fee / account holder | $4,990 | $4,251+17.4% | $5,794-13.9% | $5,124-2.6% |