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 | $55,995 | $58,512-4.3% | $84,015-33.4% | $72,985-23.3% |
| Participation rate | 84.8% | 61.2%+23.6pp | 69.0%+15.8pp | 69.5%+15.3pp |
| Annual return | 22.75% | 28.93%-6.2pp | 71.31%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,450 | $1,163+24.7% | $1,983-26.9% | $2,440-40.6% |
| Participant deferral / active EE | $2,545 | $2,394+6.3% | $3,239-21.4% | $3,607-29.5% |
| Admin fee / account holder | $4,463 | $4,569-2.3% | $6,101-26.8% | $5,124-12.9% |