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 | $55,064 | $117,983-53.3% | $101,794-45.9% | $142,382-61.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 13.24% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,397 | $2,773-49.6% | $2,289-39.0% | $4,299-67.5% |
| Participant deferral / active EE | $1,410 | $4,714-70.1% | $4,084-65.5% | $6,507-78.3% |
| Admin fee / account holder | $20,478 | $10,433+96.3% | $8,777+133.3% | $12,624+62.2% |