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 | $55,452 | $80,968-31.5% | $96,544-42.6% | $75,163-26.2% |
| Participation rate | 79.3% | 71.8%+7.6pp | 76.0%+3.4pp | 67.2%+12.2pp |
| Annual return | 13.57% | 27.06%-13.5pp | 25.84%-12.3pp | 160.62%-147.0pp |
| Employer contribution / active EE | $763 | $2,282-66.6% | $2,965-74.3% | $2,670-71.4% |
| Participant deferral / active EE | $3,532 | $3,928-10.1% | $4,851-27.2% | $4,125-14.4% |
| Admin fee / account holder | $18,609 | $6,724+176.8% | $8,252+125.5% | $5,651+229.3% |