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 | $75,740 | $93,346-18.9% | $71,796+5.5% | $273,961-72.4% |
| Participation rate | 91.7% | 76.5%+15.1pp | 69.1%+22.6pp | 83.0%+8.7pp |
| Annual return | 4.29% | 130.39%-126.1pp | 78.04%-73.7pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,901 | $2,733-30.4% | $1,924-1.2% | $4,869-61.0% |
| Participant deferral / active EE | $1,901 | $3,475-45.3% | $2,794-32.0% | $5,287-64.0% |
| Admin fee / account holder | $2,376 | $6,571-63.8% | $4,815-50.7% | $10,132-76.6% |