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 | $52,134 | $45,035+15.8% | $62,995-17.2% | $70,131-25.7% |
| Participation rate | 76.1% | 69.5%+6.6pp | 74.8%+1.3pp | 69.5%+6.5pp |
| Annual return | 15.13% | 18.76%-3.6pp | 87.57%-72.4pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,488 | $2,051-27.4% | $2,759-46.1% | $2,342-36.5% |
| Participant deferral / active EE | $4,367 | $2,465+77.2% | $3,329+31.2% | $3,332+31.1% |
| Admin fee / account holder | $2,949 | $2,834+4.1% | $3,600-18.1% | $4,645-36.5% |