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 | $52,024 | $48,046+8.3% | $84,611-38.5% | $72,985-28.7% |
| Participation rate | 84.3% | 57.6%+26.7pp | 68.2%+16.1pp | 69.5%+14.8pp |
| Annual return | 21.77% | 37.38%-15.6pp | 258.74%-237.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,655 | $2,680-1.0% | $3,899-31.9% | $3,607-26.4% |
| Admin fee / account holder | $5,794 | $3,395+70.7% | $4,912+17.9% | $5,124+13.1% |