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 | $31,954 | $83,477-61.7% | $125,175-74.5% | $72,985-56.2% |
| Participation rate | 74.2% | 73.3%+0.9pp | 79.8%-5.6pp | 69.5%+4.7pp |
| Annual return | 23.56% | 25.78%-2.2pp | 43.79%-20.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,563 | $2,345+9.3% | $3,865-33.7% | $2,440+5.1% |
| Participant deferral / active EE | $3,873 | $3,585+8.0% | $4,937-21.5% | $3,607+7.4% |
| Admin fee / account holder | $1,847 | $5,517-66.5% | $9,702-81.0% | $5,124-64.0% |