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 | $30,958 | $81,248-61.9% | $155,509-80.1% | $80,856-61.7% |
| Participation rate | 72.7% | 66.2%+6.5pp | 78.2%-5.5pp | 67.6%+5.1pp |
| Annual return | 14.30% | 33.31%-19.0pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,815 | $3,100-41.5% | $4,672-61.2% | $2,755-34.1% |
| Participant deferral / active EE | $2,862 | $3,452-17.1% | $5,626-49.1% | $4,296-33.4% |
| Admin fee / account holder | $1,889 | $7,997-76.4% | $15,912-88.1% | $6,918-72.7% |