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 | $45,802 | $91,190-49.8% | $178,490-74.3% | $79,858-42.6% |
| Participation rate | 93.5% | 69.2%+24.3pp | 81.9%+11.6pp | 69.6%+23.9pp |
| Annual return | 12.03% | 24.19%-12.2pp | 151.07%-139.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $682 | $3,256-79.1% | $5,011-86.4% | $2,471-72.4% |
| Participant deferral / active EE | $4,957 | $3,236+53.2% | $5,202-4.7% | $3,740+32.5% |
| Admin fee / account holder | $2,425 | $6,751-64.1% | $13,984-82.7% | $5,306-54.3% |