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 | $36,777 | $86,929-57.7% | $102,423-64.1% | $80,856-54.5% |
| Participation rate | 96.6% | 72.4%+24.3pp | 76.5%+20.1pp | 67.6%+29.0pp |
| Annual return | 11.52% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,117 | $2,369-10.6% | $3,023-30.0% | $2,755-23.1% |
| Participant deferral / active EE | $2,256 | $4,118-45.2% | $5,053-55.3% | $4,296-47.5% |
| Admin fee / account holder | $4,909 | $8,049-39.0% | $9,451-48.1% | $6,918-29.0% |