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 | $51,424 | $152,587-66.3% | $125,175-58.9% | $152,861-66.4% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 15.29% | 54.84%-39.5pp | 43.79%-28.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,515 | $4,946-69.4% | $3,865-60.8% | $4,762-68.2% |
| Participant deferral / active EE | $3,832 | $5,868-34.7% | $4,937-22.4% | $5,850-34.5% |
| Admin fee / account holder | $1,182 | $13,434-91.2% | $9,702-87.8% | $11,596-89.8% |