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 5-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 | $56,446 | $89,753-37.1% | $107,525-47.5% | $84,808-33.4% |
| Participation rate | 94.1% | 68.1%+26.1pp | 75.1%+19.0pp | 68.3%+25.8pp |
| Annual return | 13.17% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,048 | $3,113-66.3% | $3,754-72.1% | $2,631-60.2% |
| Participant deferral / active EE | $3,318 | $4,056-18.2% | $5,116-35.1% | $4,212-21.2% |
| Admin fee / account holder | $6,432 | $7,222-10.9% | $8,919-27.9% | $7,344-12.4% |