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 | $28,809 | $135,952-78.8% | $123,892-76.7% | $273,961-89.5% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 15.68% | 56.63%-40.9pp | 47.52%-31.8pp | 41.45%-25.8pp |
| Employer contribution / active EE | $2,202 | $5,170-57.4% | $4,617-52.3% | $4,869-54.8% |
| Participant deferral / active EE | $2,987 | $6,343-52.9% | $5,984-50.1% | $5,287-43.5% |
| Admin fee / account holder | $781 | $9,817-92.0% | $8,357-90.7% | $10,132-92.3% |