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 | $41,773 | $53,777-22.3% | $134,143-68.9% | $79,858-47.7% |
| Participation rate | 75.4% | 58.8%+16.6pp | 72.2%+3.2pp | 69.6%+5.8pp |
| Annual return | 15.64% | 19.01%-3.4pp | 36.33%-20.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,652 | $1,321+25.1% | $3,704-55.4% | $2,471-33.1% |
| Participant deferral / active EE | $2,933 | $2,420+21.2% | $3,499-16.2% | $3,740-21.6% |
| Admin fee / account holder | $7,834 | $3,984+96.6% | $6,684+17.2% | $5,306+47.6% |