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 | $48,778 | $63,764-23.5% | $81,930-40.5% | $79,858-38.9% |
| Participation rate | 84.9% | 67.5%+17.4pp | 72.0%+12.9pp | 69.6%+15.3pp |
| Annual return | 9.97% | 22.66%-12.7pp | 29.49%-19.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $3,113 | $1,795+73.4% | $4,310-27.8% | $2,471+26.0% |
| Participant deferral / active EE | $1,532 | $2,780-44.9% | $7,107-78.4% | $3,740-59.0% |
| Admin fee / account holder | $15,072 | $4,426+240.5% | $5,158+192.2% | $5,306+184.0% |