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 | $52,523 | $54,541-3.7% | $78,778-33.3% | $70,131-25.1% |
| Participation rate | 73.7% | 60.8%+12.9pp | 69.2%+4.5pp | 69.5%+4.1pp |
| Annual return | 12.40% | 21.07%-8.7pp | 35.62%-23.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,103 | $1,089+1.3% | $1,986-44.5% | $2,342-52.9% |
| Participant deferral / active EE | $2,476 | $2,210+12.0% | $2,958-16.3% | $3,332-25.7% |
| Admin fee / account holder | $3,519 | $3,709-5.1% | $5,134-31.4% | $4,645-24.2% |