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 | $57,549 | $58,512-1.6% | $84,015-31.5% | $72,985-21.1% |
| Participation rate | 84.9% | 61.2%+23.7pp | 69.0%+15.9pp | 69.5%+15.5pp |
| Annual return | 17.38% | 28.93%-11.6pp | 71.31%-53.9pp | 81.00%-63.6pp |
| Employer contribution / active EE | $487 | $1,163-58.1% | $1,983-75.4% | $2,440-80.0% |
| Participant deferral / active EE | $3,248 | $2,394+35.7% | $3,239+0.3% | $3,607-10.0% |
| Admin fee / account holder | $8,730 | $4,569+91.1% | $6,101+43.1% | $5,124+70.4% |