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 | $56,758 | $148,978-61.9% | $200,582-71.7% | $84,808-33.1% |
| Participation rate | 77.3% | 84.2%-7.0pp | 86.9%-9.6pp | 68.3%+9.0pp |
| Annual return | 17.68% | 28.16%-10.5pp | 42.33%-24.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,174 | $4,815-54.9% | $6,419-66.1% | $2,631-17.4% |
| Participant deferral / active EE | $3,462 | $7,142-51.5% | $9,331-62.9% | $4,212-17.8% |
| Admin fee / account holder | $1,255 | $13,977-91.0% | $16,305-92.3% | $7,344-82.9% |