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 | $42,063 | $89,355-52.9% | $141,162-70.2% | $72,985-42.4% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 22.02% | 111.85%-89.8pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,637 | $3,114-47.4% | $4,735-65.4% | $2,440-32.9% |
| Participant deferral / active EE | $2,624 | $5,418-51.6% | $6,709-60.9% | $3,607-27.3% |
| Admin fee / account holder | $2,636 | $5,958-55.8% | $10,261-74.3% | $5,124-48.6% |