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 | $29,558 | $57,828-48.9% | $117,039-74.7% | $70,131-57.9% |
| Participation rate | 93.5% | 67.1%+26.4pp | 77.2%+16.3pp | 69.5%+23.9pp |
| Annual return | 13.97% | 17.55%-3.6pp | 18.95%-5.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,299 | $1,816-28.5% | $3,785-65.7% | $2,342-44.6% |
| Participant deferral / active EE | $2,595 | $2,438+6.5% | $3,929-33.9% | $3,332-22.1% |
| Admin fee / account holder | $4,368 | $3,548+23.1% | $5,974-26.9% | $4,645-6.0% |