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 | $52,055 | $78,672-33.8% | $109,143-52.3% | $85,850-39.4% |
| Participation rate | 92.6% | 68.3%+24.3pp | 75.9%+16.7pp | 69.3%+23.2pp |
| Annual return | 14.24% | 25.09%-10.8pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,674 | $2,735-38.8% | $3,722-55.0% | $2,565-34.8% |
| Participant deferral / active EE | $3,692 | $3,467+6.5% | $4,653-20.6% | $3,952-6.6% |
| Admin fee / account holder | $2,226 | $5,469-59.3% | $6,752-67.0% | $6,260-64.4% |