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 | $52,112 | $89,355-41.7% | $141,162-63.1% | $72,985-28.6% |
| Participation rate | 86.4% | 75.1%+11.2pp | 82.5%+3.9pp | 69.5%+16.9pp |
| Annual return | 25.63% | 111.85%-86.2pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,083 | $5,418+49.2% | $6,709+20.5% | $3,607+124.1% |
| Admin fee / account holder | $1,622 | $5,958-72.8% | $10,261-84.2% | $5,124-68.3% |