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 | $55,599 | $138,347-59.8% | $184,203-69.8% | $80,856-31.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.91% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,573 | $4,850-67.6% | $6,427-75.5% | $2,755-42.9% |
| Participant deferral / active EE | $3,585 | $7,071-49.3% | $9,131-60.7% | $4,296-16.5% |
| Admin fee / account holder | $4,556 | $10,483-56.5% | $13,901-67.2% | $6,918-34.1% |