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 | $26,393 | $96,484-72.6% | $75,886-65.2% | $152,861-82.7% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.3%+0.7pp | 82.4%-12.4pp |
| Annual return | 20.45% | 33.98%-13.5pp | 30.76%-10.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,011 | $3,309-39.2% | $2,500-19.6% | $4,762-57.8% |
| Participant deferral / active EE | $6,294 | $4,553+38.2% | $3,603+74.7% | $5,850+7.6% |
| Admin fee / account holder | $1,775 | $8,078-78.0% | $5,418-67.2% | $11,596-84.7% |