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 | $53,923 | $67,411-20.0% | $91,001-40.7% | $70,131-23.1% |
| Participation rate | 75.4% | 71.4%+4.0pp | 75.6%-0.2pp | 69.5%+5.9pp |
| Annual return | 21.28% | -40.16%+61.4pp | 4.60%+16.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $527 | $1,786-70.5% | $2,456-78.5% | $2,342-77.5% |
| Participant deferral / active EE | $2,473 | $2,823-12.4% | $3,547-30.3% | $3,332-25.8% |
| Admin fee / account holder | $675 | $4,236-84.1% | $5,417-87.5% | $4,645-85.5% |