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 | $25,462 | $59,839-57.4% | $81,983-68.9% | $79,858-68.1% |
| Participation rate | 86.2% | 61.6%+24.6pp | 69.2%+17.0pp | 69.6%+16.6pp |
| Annual return | 23.84% | 17.56%+6.3pp | 41.31%-17.5pp | 31.71%-7.9pp |
| Employer contribution / active EE | $1,600 | $1,713-6.6% | $2,498-36.0% | $2,471-35.3% |
| Participant deferral / active EE | $3,124 | $2,695+15.9% | $3,722-16.1% | $3,740-16.5% |
| Admin fee / account holder | $1,327 | $4,287-69.0% | $5,664-76.6% | $5,306-75.0% |