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 | $43,843 | $58,523-25.1% | $99,443-55.9% | $72,985-39.9% |
| Participation rate | 97.4% | 64.6%+32.8pp | 73.8%+23.6pp | 69.5%+27.9pp |
| Annual return | 21.91% | 28.51%-6.6pp | 30.72%-8.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $5,408 | $1,512+257.7% | $2,540+113.0% | $2,440+121.7% |
| Participant deferral / active EE | $3,468 | $2,606+33.1% | $3,619-4.2% | $3,607-3.9% |
| Admin fee / account holder | $2,843 | $4,102-30.7% | $6,250-54.5% | $5,124-44.5% |