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 | $54,310 | $86,929-37.5% | $102,423-47.0% | $80,856-32.8% |
| Participation rate | 87.2% | 72.4%+14.8pp | 76.5%+10.7pp | 67.6%+19.6pp |
| Annual return | 33.89% | 18.88%+15.0pp | 29.32%+4.6pp | 35.59%-1.7pp |
| Employer contribution / active EE | $1,163 | $2,369-50.9% | $3,023-61.5% | $2,755-57.8% |
| Participant deferral / active EE | $2,681 | $4,118-34.9% | $5,053-46.9% | $4,296-37.6% |
| Admin fee / account holder | $1,941 | $8,049-75.9% | $9,451-79.5% | $6,918-71.9% |