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 | $43,463 | $89,355-51.4% | $141,162-69.2% | $72,985-40.4% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 23.44% | 111.85%-88.4pp | 71.39%-47.9pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,955 | $3,114-5.1% | $4,735-37.6% | $2,440+21.1% |
| Participant deferral / active EE | $5,518 | $5,418+1.9% | $6,709-17.7% | $3,607+53.0% |
| Admin fee / account holder | $4,627 | $5,958-22.3% | $10,261-54.9% | $5,124-9.7% |