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 | $40,064 | $53,777-25.5% | $134,143-70.1% | $79,858-49.8% |
| Participation rate | 73.3% | 58.8%+14.6pp | 72.2%+1.2pp | 69.6%+3.7pp |
| Annual return | 15.81% | 19.01%-3.2pp | 36.33%-20.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,070 | $1,321-19.0% | $3,704-71.1% | $2,471-56.7% |
| Participant deferral / active EE | $2,784 | $2,420+15.0% | $3,499-20.4% | $3,740-25.6% |
| Admin fee / account holder | $4,534 | $3,984+13.8% | $6,684-32.2% | $5,306-14.6% |