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 | $55,281 | $78,422-29.5% | $95,952-42.4% | $79,858-30.8% |
| Participation rate | 97.2% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.6pp |
| Annual return | 13.41% | 19.37%-6.0pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,594 | $1,945-18.0% | $2,541-37.3% | $2,471-35.5% |
| Participant deferral / active EE | $4,267 | $3,440+24.0% | $4,167+2.4% | $3,740+14.1% |
| Admin fee / account holder | $6,165 | $5,622+9.7% | $6,795-9.3% | $5,306+16.2% |