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 | $41,997 | $83,477-49.7% | $125,175-66.4% | $72,985-42.5% |
| Participation rate | 80.5% | 73.3%+7.2pp | 79.8%+0.7pp | 69.5%+11.0pp |
| Annual return | 17.78% | 25.78%-8.0pp | 43.79%-26.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $702 | $2,345-70.1% | $3,865-81.8% | $2,440-71.2% |
| Participant deferral / active EE | $2,653 | $3,585-26.0% | $4,937-46.3% | $3,607-26.5% |
| Admin fee / account holder | $343 | $5,517-93.8% | $9,702-96.5% | $5,124-93.3% |