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 | $43,116 | $90,503-52.4% | $78,689-45.2% | $273,961-84.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 17.79% | 75.60%-57.8pp | 62.18%-44.4pp | 41.45%-23.7pp |
| Employer contribution / active EE | $1,732 | $3,176-45.5% | $2,851-39.2% | $4,869-64.4% |
| Participant deferral / active EE | $4,115 | $3,901+5.5% | $3,517+17.0% | $5,287-22.2% |
| Admin fee / account holder | $20,843 | $5,263+296.0% | $4,510+362.1% | $10,132+105.7% |