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 | $54,576 | $107,452-49.2% | $91,541-40.4% | $142,382-61.7% |
| Participation rate | 78.3% | 75.1%+3.2pp | 69.8%+8.5pp | 80.1%-1.9pp |
| Annual return | 19.97% | 22.06%-2.1pp | 20.50%-0.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,731 | $2,994-42.2% | $2,505-30.9% | $4,299-59.7% |
| Participant deferral / active EE | $3,929 | $4,754-17.3% | $4,008-2.0% | $6,507-39.6% |
| Admin fee / account holder | $2,741 | $8,834-69.0% | $6,956-60.6% | $12,624-78.3% |