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 | $50,312 | $70,428-28.6% | $96,562-47.9% | $85,850-41.4% |
| Participation rate | 74.2% | 61.8%+12.4pp | 69.8%+4.4pp | 69.3%+4.9pp |
| Annual return | 14.32% | 18.59%-4.3pp | 37.78%-23.5pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,318 | $1,413-6.7% | $2,356-44.0% | $2,565-48.6% |
| Participant deferral / active EE | $5,799 | $2,894+100.4% | $3,849+50.7% | $3,952+46.7% |
| Admin fee / account holder | $5,546 | $4,997+11.0% | $6,181-10.3% | $6,260-11.4% |