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 | $46,773 | $65,041-28.1% | $90,951-48.6% | $79,858-41.4% |
| Participation rate | 73.3% | 61.6%+11.7pp | 69.0%+4.3pp | 69.6%+3.7pp |
| Annual return | 11.05% | 30.45%-19.4pp | 134.60%-123.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $315 | $1,247-74.7% | $2,122-85.1% | $2,471-87.2% |
| Participant deferral / active EE | $1,364 | $2,512-45.7% | $3,373-59.6% | $3,740-63.5% |
| Admin fee / account holder | $3,280 | $4,536-27.7% | $5,959-45.0% | $5,306-38.2% |