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 | $49,901 | $93,571-46.7% | $135,903-63.3% | $75,163-33.6% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 22.05% | 30.90%-8.9pp | 68.23%-46.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $5,048 | $3,537+42.7% | $4,856+3.9% | $2,670+89.1% |
| Participant deferral / active EE | $7,936 | $6,404+23.9% | $7,758+2.3% | $4,125+92.4% |
| Admin fee / account holder | $2,033 | $6,975-70.9% | $10,762-81.1% | $5,651-64.0% |