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 | $54,524 | $98,240-44.5% | $82,313-33.8% | $147,584-63.1% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.2pp | 82.8%-10.1pp |
| Annual return | 25.38% | 30.85%-5.5pp | 25.88%-0.5pp | 578.55%-553.2pp |
| Employer contribution / active EE | $1,632 | $3,192-48.9% | $2,428-32.8% | $4,876-66.5% |
| Participant deferral / active EE | $5,389 | $4,383+23.0% | $3,706+45.4% | $5,439-0.9% |
| Admin fee / account holder | $700 | $8,563-91.8% | $5,608-87.5% | $10,885-93.6% |