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 | $41,909 | $93,571-55.2% | $135,903-69.2% | $75,163-44.2% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 15.48% | 30.90%-15.4pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,898 | $3,537-46.3% | $4,856-60.9% | $2,670-28.9% |
| Participant deferral / active EE | $5,474 | $6,404-14.5% | $7,758-29.4% | $4,125+32.7% |
| Admin fee / account holder | $1,279 | $6,975-81.7% | $10,762-88.1% | $5,651-77.4% |