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 | $37,032 | $68,719-46.1% | $91,541-59.5% | $84,808-56.3% |
| Participation rate | 75.6% | 64.5%+11.0pp | 69.8%+5.8pp | 68.3%+7.2pp |
| Annual return | 14.33% | 19.12%-4.8pp | 20.50%-6.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $936 | $1,920-51.2% | $2,505-62.6% | $2,631-64.4% |
| Participant deferral / active EE | $1,749 | $3,136-44.2% | $4,008-56.4% | $4,212-58.5% |
| Admin fee / account holder | $3,292 | $5,786-43.1% | $6,956-52.7% | $7,344-55.2% |