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 | $47,244 | $80,717-41.5% | $154,803-69.5% | $84,808-44.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.63% | 37.96%-22.3pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,470 | $2,761-46.8% | $4,305-65.9% | $2,631-44.1% |
| Participant deferral / active EE | $3,511 | $3,303+6.3% | $5,540-36.6% | $4,212-16.6% |
| Admin fee / account holder | $12,679 | $6,746+88.0% | $14,329-11.5% | $7,344+72.6% |