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 | $52,141 | $78,422-33.5% | $95,952-45.7% | $79,858-34.7% |
| Participation rate | 70.0% | 73.5%-3.5pp | 77.1%-7.1pp | 69.6%+0.4pp |
| Annual return | 14.98% | 19.37%-4.4pp | 91.61%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $571 | $1,945-70.6% | $2,541-77.5% | $2,471-76.9% |
| Participant deferral / active EE | $2,436 | $3,440-29.2% | $4,167-41.5% | $3,740-34.9% |
| Admin fee / account holder | $6,808 | $5,622+21.1% | $6,795+0.2% | $5,306+28.3% |