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 | $51,068 | $74,927-31.8% | $101,794-49.8% | $84,808-39.8% |
| Participation rate | 84.6% | 61.4%+23.2pp | 69.2%+15.4pp | 68.3%+16.3pp |
| Annual return | 12.99% | 18.70%-5.7pp | 30.53%-17.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,170 | $1,522-23.1% | $2,289-48.9% | $2,631-55.5% |
| Participant deferral / active EE | $1,782 | $3,099-42.5% | $4,084-56.4% | $4,212-57.7% |
| Admin fee / account holder | $2,898 | $6,514-55.5% | $8,777-67.0% | $7,344-60.5% |