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 | $59,214 | $78,705-24.8% | $117,854-49.8% | $70,131-15.6% |
| Participation rate | 85.2% | 73.2%+12.0pp | 79.7%+5.5pp | 69.5%+15.6pp |
| Annual return | 14.16% | 23.30%-9.1pp | 335.08%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $524 | $2,223-76.5% | $3,786-86.2% | $2,342-77.6% |
| Participant deferral / active EE | $1,926 | $3,297-41.6% | $4,482-57.0% | $3,332-42.2% |
| Admin fee / account holder | $27,074 | $5,065+434.5% | $8,020+237.6% | $4,645+482.8% |