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 9-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 | $53,460 | $99,985-46.5% | $146,665-63.5% | $85,850-37.7% |
| Participation rate | 85.5% | 73.1%+12.4pp | 80.1%+5.4pp | 69.3%+16.2pp |
| Annual return | 18.61% | 18.93%-0.3pp | 22.74%-4.1pp | 318.53%-299.9pp |
| Employer contribution / active EE | $1,653 | $2,559-35.4% | $4,136-60.0% | $2,565-35.6% |
| Participant deferral / active EE | $4,954 | $4,006+23.7% | $5,506-10.0% | $3,952+25.4% |
| Admin fee / account holder | $3,092 | $7,702-59.9% | $10,280-69.9% | $6,260-50.6% |