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 | $32,184 | $72,492-55.6% | $87,100-63.0% | $72,985-55.9% |
| Participation rate | 84.8% | 72.8%+12.0pp | 76.9%+7.9pp | 69.5%+15.3pp |
| Annual return | 25.35% | 24.46%+0.9pp | 28.19%-2.8pp | 81.00%-55.7pp |
| Employer contribution / active EE | $2,240 | $1,894+18.3% | $2,521-11.1% | $2,440-8.2% |
| Participant deferral / active EE | $3,441 | $3,270+5.3% | $4,049-15.0% | $3,607-4.6% |
| Admin fee / account holder | $1,685 | $5,055-66.7% | $7,497-77.5% | $5,124-67.1% |