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 | $36,757 | $80,717-54.5% | $154,803-76.3% | $84,808-56.7% |
| Participation rate | 84.4% | 66.8%+17.6pp | 78.1%+6.3pp | 68.3%+16.1pp |
| Annual return | 16.02% | 37.96%-21.9pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,189 | $2,761-20.7% | $4,305-49.2% | $2,631-16.8% |
| Participant deferral / active EE | $4,880 | $3,303+47.7% | $5,540-11.9% | $4,212+15.9% |
| Admin fee / account holder | $978 | $6,746-85.5% | $14,329-93.2% | $7,344-86.7% |