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 | $46,318 | $105,630-56.2% | $87,507-47.1% | $273,961-83.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.43% | 12.25%-8.8pp | 12.21%-8.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,072 | $3,141-65.9% | $2,550-58.0% | $4,869-78.0% |
| Participant deferral / active EE | $3,207 | $3,601-10.9% | $3,149+1.9% | $5,287-39.3% |
| Admin fee / account holder | $503 | $4,781-89.5% | $4,221-88.1% | $10,132-95.0% |