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 | $46,502 | $93,571-50.3% | $135,903-65.8% | $75,163-38.1% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 27.10% | 30.90%-3.8pp | 68.23%-41.1pp | 160.62%-133.5pp |
| Employer contribution / active EE | $3,289 | $3,537-7.0% | $4,856-32.3% | $2,670+23.2% |
| Participant deferral / active EE | $8,032 | $6,404+25.4% | $7,758+3.5% | $4,125+94.7% |
| Admin fee / account holder | $2,184 | $6,975-68.7% | $10,762-79.7% | $5,651-61.4% |