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 | $54,522 | $133,958-59.3% | $112,228-51.4% | $134,475-59.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | 0.73% | 47.11%-46.4pp | 27.45%-26.7pp | 417.96%-417.2pp |
| Employer contribution / active EE | $1,652 | $4,038-59.1% | $3,635-54.6% | $4,740-65.1% |
| Participant deferral / active EE | $5,539 | $5,291+4.7% | $4,728+17.1% | $6,400-13.5% |
| Admin fee / account holder | $1,187 | $7,489-84.2% | $6,410-81.5% | $11,426-89.6% |