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 | $52,281 | $109,413-52.2% | $156,263-66.5% | $84,808-38.4% |
| Participation rate | 85.7% | 72.7%+13.0pp | 78.9%+6.8pp | 68.3%+17.4pp |
| Annual return | 17.78% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,496 | $2,907-48.5% | $4,333-65.5% | $2,631-43.1% |
| Participant deferral / active EE | $2,207 | $4,590-51.9% | $6,158-64.2% | $4,212-47.6% |
| Admin fee / account holder | $519 | $9,357-94.5% | $14,255-96.4% | $7,344-92.9% |