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 | $52,785 | $94,625-44.2% | $116,228-54.6% | $84,808-37.8% |
| Participation rate | 90.7% | 70.4%+20.2pp | 74.6%+16.1pp | 68.3%+22.4pp |
| Annual return | 14.39% | 20.40%-6.0pp | 90.06%-75.7pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,205 | $2,347-6.0% | $2,994-26.4% | $2,631-16.2% |
| Participant deferral / active EE | $3,824 | $3,972-3.7% | $4,953-22.8% | $4,212-9.2% |
| Admin fee / account holder | $5,689 | $10,091-43.6% | $11,989-52.5% | $7,344-22.5% |