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 | $35,128 | $163,101-78.5% | $136,749-74.3% | $142,382-75.3% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 11.20% | 27.54%-16.3pp | 24.33%-13.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,491 | $4,117-63.8% | $3,400-56.1% | $4,299-65.3% |
| Participant deferral / active EE | $2,244 | $5,585-59.8% | $4,692-52.2% | $6,507-65.5% |
| Admin fee / account holder | $44,303 | $14,318+209.4% | $11,386+289.1% | $12,624+250.9% |