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 | $30,310 | $135,952-77.7% | $123,892-75.5% | $273,961-88.9% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 8.35% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,091 | $5,170-59.6% | $4,617-54.7% | $4,869-57.1% |
| Participant deferral / active EE | $10,802 | $6,343+70.3% | $5,984+80.5% | $5,287+104.3% |
| Admin fee / account holder | $345 | $9,817-96.5% | $8,357-95.9% | $10,132-96.6% |