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 | $103,349 | $163,101-36.6% | $136,749-24.4% | $142,382-27.4% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 15.24% | 27.54%-12.3pp | 24.33%-9.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,437 | $4,117-40.8% | $3,400-28.3% | $4,299-43.3% |
| Participant deferral / active EE | $4,405 | $5,585-21.1% | $4,692-6.1% | $6,507-32.3% |
| Admin fee / account holder | $1,142 | $14,318-92.0% | $11,386-90.0% | $12,624-91.0% |