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 | $52,112 | $77,899-33.1% | $149,673-65.2% | $75,163-30.7% |
| Participation rate | 77.2% | 65.6%+11.6pp | 78.8%-1.6pp | 67.2%+10.0pp |
| Annual return | 14.79% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,424 | $3,137-22.7% | $4,818-49.7% | $2,670-9.2% |
| Participant deferral / active EE | $5,300 | $3,411+55.4% | $5,680-6.7% | $4,125+28.5% |
| Admin fee / account holder | $5,171 | $5,956-13.2% | $13,210-60.9% | $5,651-8.5% |