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 | $51,930 | $117,983-56.0% | $101,794-49.0% | $142,382-63.5% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.2%+24.1pp | 80.1%+13.2pp |
| Annual return | 17.89% | 36.92%-19.0pp | 30.53%-12.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,134 | $2,773-59.1% | $2,289-50.4% | $4,299-73.6% |
| Participant deferral / active EE | $4,385 | $4,714-7.0% | $4,084+7.4% | $6,507-32.6% |
| Admin fee / account holder | $704 | $10,433-93.3% | $8,777-92.0% | $12,624-94.4% |