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 | $54,184 | $46,553+16.4% | $64,056-15.4% | $75,163-27.9% |
| Participation rate | 97.5% | 65.9%+31.6pp | 72.3%+25.2pp | 67.2%+30.3pp |
| Annual return | 15.32% | 26.03%-10.7pp | 33.69%-18.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,409 | $1,974+22.0% | $2,747-12.3% | $2,670-9.8% |
| Participant deferral / active EE | $2,052 | $2,837-27.7% | $3,880-47.1% | $4,125-50.3% |
| Admin fee / account holder | $775 | $2,952-73.7% | $3,068-74.7% | $5,651-86.3% |