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 | $43,461 | $80,717-46.2% | $154,803-71.9% | $84,808-48.8% |
| Participation rate | 70.9% | 66.8%+4.1pp | 78.1%-7.2pp | 68.3%+2.6pp |
| Annual return | 16.54% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $690 | $2,761-75.0% | $4,305-84.0% | $2,631-73.8% |
| Participant deferral / active EE | $3,350 | $3,303+1.4% | $5,540-39.5% | $4,212-20.4% |
| Admin fee / account holder | $4,455 | $6,746-34.0% | $14,329-68.9% | $7,344-39.3% |