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 | $49,234 | $81,248-39.4% | $155,509-68.3% | $80,856-39.1% |
| Participation rate | 80.6% | 66.2%+14.4pp | 78.2%+2.5pp | 67.6%+13.0pp |
| Annual return | 20.01% | 33.31%-13.3pp | 64.67%-44.7pp | 35.59%-15.6pp |
| Employer contribution / active EE | $2,114 | $3,100-31.8% | $4,672-54.8% | $2,755-23.3% |
| Participant deferral / active EE | $2,395 | $3,452-30.6% | $5,626-57.4% | $4,296-44.3% |
| Admin fee / account holder | $2,478 | $7,997-69.0% | $15,912-84.4% | $6,918-64.2% |