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 | $54,082 | $116,175-53.4% | $93,606-42.2% | $152,861-64.6% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 21.70% | 35.96%-14.3pp | 32.76%-11.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,950 | $3,218-8.3% | $2,718+8.5% | $4,762-38.1% |
| Participant deferral / active EE | $4,326 | $4,603-6.0% | $4,069+6.3% | $5,850-26.1% |
| Admin fee / account holder | $1,443 | $10,748-86.6% | $7,888-81.7% | $11,596-87.6% |