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 | $44,405 | $78,672-43.6% | $109,143-59.3% | $85,850-48.3% |
| Participation rate | 89.3% | 68.3%+21.1pp | 75.9%+13.5pp | 69.3%+20.0pp |
| Annual return | 12.60% | 25.09%-12.5pp | 25.75%-13.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,802 | $2,735-34.1% | $3,722-51.6% | $2,565-29.8% |
| Participant deferral / active EE | $5,547 | $3,467+60.0% | $4,653+19.2% | $3,952+40.4% |
| Admin fee / account holder | $1,271 | $5,469-76.8% | $6,752-81.2% | $6,260-79.7% |