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 | $26,392 | $63,355-58.3% | $91,989-71.3% | $72,985-63.8% |
| Participation rate | 97.2% | 72.5%+24.7pp | 78.6%+18.6pp | 69.5%+27.7pp |
| Annual return | 19.93% | 35.35%-15.4pp | 69.02%-49.1pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,836 | $2,116+34.0% | $3,452-17.9% | $2,440+16.2% |
| Participant deferral / active EE | $5,216 | $4,883+6.8% | $5,923-11.9% | $3,607+44.6% |
| Admin fee / account holder | $583 | $4,668-87.5% | $7,743-92.5% | $5,124-88.6% |