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 | $60,314 | $46,869+28.7% | $122,332-50.7% | $70,131-14.0% |
| Participation rate | 89.5% | 58.2%+31.3pp | 71.6%+17.8pp | 69.5%+19.9pp |
| Annual return | 16.64% | 24.22%-7.6pp | 30.27%-13.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $518 | $1,288-59.7% | $4,050-87.2% | $2,342-77.9% |
| Participant deferral / active EE | $2,113 | $2,166-2.5% | $3,287-35.7% | $3,332-36.6% |
| Admin fee / account holder | $899 | $3,322-72.9% | $5,478-83.6% | $4,645-80.6% |