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 | $48,020 | $91,552-47.5% | $133,956-64.2% | $79,858-39.9% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 14.47% | 61.85%-47.4pp | 45.09%-30.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,104 | $2,384-53.7% | $3,919-71.8% | $2,471-55.3% |
| Participant deferral / active EE | $3,088 | $3,733-17.3% | $5,048-38.8% | $3,740-17.4% |
| Admin fee / account holder | $855 | $6,321-86.5% | $8,927-90.4% | $5,306-83.9% |