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 | $62,163 | $78,422-20.7% | $95,952-35.2% | $79,858-22.2% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 15.20% | 19.37%-4.2pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,513 | $1,945-22.2% | $2,541-40.5% | $2,471-38.8% |
| Participant deferral / active EE | $4,091 | $3,440+18.9% | $4,167-1.8% | $3,740+9.4% |
| Admin fee / account holder | $4,597 | $5,622-18.2% | $6,795-32.4% | $5,306-13.4% |