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 | $47,536 | $54,705-13.1% | $71,209-33.2% | $84,808-43.9% |
| Participation rate | 90.6% | 64.1%+26.6pp | 73.8%+16.9pp | 68.3%+22.3pp |
| Annual return | 16.63% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,455 | $2,158+13.7% | $2,721-9.8% | $2,631-6.7% |
| Participant deferral / active EE | $4,687 | $3,030+54.7% | $4,175+12.3% | $4,212+11.3% |
| Admin fee / account holder | $5,951 | $4,863+22.4% | $5,349+11.3% | $7,344-19.0% |