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 | $66,437 | $60,892+9.1% | $82,389-19.4% | $84,808-21.7% |
| Participation rate | 85.7% | 63.3%+22.4pp | 69.5%+16.2pp | 68.3%+17.4pp |
| Annual return | 24.78% | 37.29%-12.5pp | 28.67%-3.9pp | 40.90%-16.1pp |
| Employer contribution / active EE | $979 | $1,779-45.0% | $2,517-61.1% | $2,631-62.8% |
| Participant deferral / active EE | $2,288 | $3,179-28.0% | $4,155-44.9% | $4,212-45.7% |
| Admin fee / account holder | $4,481 | $5,467-18.0% | $7,231-38.0% | $7,344-39.0% |