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 | $52,815 | $89,355-40.9% | $141,162-62.6% | $72,985-27.6% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.9pp | 69.5%+20.8pp |
| Annual return | 22.75% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $3,028 | $3,114-2.8% | $4,735-36.0% | $2,440+24.1% |
| Participant deferral / active EE | $5,388 | $5,418-0.6% | $6,709-19.7% | $3,607+49.4% |
| Admin fee / account holder | $8,050 | $5,958+35.1% | $10,261-21.5% | $5,124+57.1% |