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 | $37,741 | $95,803-60.6% | $113,168-66.7% | $84,808-55.5% |
| Participation rate | 88.6% | 72.9%+15.7pp | 76.6%+12.0pp | 68.3%+20.3pp |
| Annual return | 14.22% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,732 | $2,360-26.6% | $2,975-41.8% | $2,631-34.2% |
| Participant deferral / active EE | $1,994 | $4,242-53.0% | $5,107-60.9% | $4,212-52.6% |
| Admin fee / account holder | $4,034 | $8,989-55.1% | $12,068-66.6% | $7,344-45.1% |