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 | $47,426 | $58,726-19.2% | $92,233-48.6% | $62,292-23.9% |
| Participation rate | 81.6% | 68.3%+13.2pp | 76.5%+5.1pp | 69.5%+12.0pp |
| Annual return | 15.66% | 43.62%-28.0pp | 176.28%-160.6pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,540 | $2,392-35.6% | $3,679-58.2% | $2,042-24.6% |
| Participant deferral / active EE | $2,627 | $2,766-5.0% | $3,897-32.6% | $3,169-17.1% |
| Admin fee / account holder | $563 | $556+1.3% | $5,194-89.2% | $479+17.5% |