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 | $51,410 | $87,013-40.9% | $106,213-51.6% | $80,856-36.4% |
| Participation rate | 72.0% | 70.4%+1.6pp | 75.3%-3.3pp | 67.6%+4.4pp |
| Annual return | 22.18% | 17.05%+5.1pp | 116.14%-94.0pp | 35.59%-13.4pp |
| Employer contribution / active EE | $1,992 | $2,395-16.9% | $3,171-37.2% | $2,755-27.7% |
| Participant deferral / active EE | $2,928 | $3,986-26.5% | $5,016-41.6% | $4,296-31.8% |
| Admin fee / account holder | $52,954 | $8,431+528.0% | $11,033+380.0% | $6,918+665.4% |