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 | $48,019 | $138,347-65.3% | $184,203-73.9% | $80,856-40.6% |
| Participation rate | 88.9% | 83.9%+5.0pp | 86.8%+2.1pp | 67.6%+21.3pp |
| Annual return | 11.67% | 20.02%-8.4pp | 28.81%-17.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,906 | $4,850-40.1% | $6,427-54.8% | $2,755+5.5% |
| Participant deferral / active EE | $5,967 | $7,071-15.6% | $9,131-34.7% | $4,296+38.9% |
| Admin fee / account holder | $9,137 | $10,483-12.8% | $13,901-34.3% | $6,918+32.1% |