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 | $59,739 | $109,881-45.6% | $150,045-60.2% | $84,808-29.6% |
| Participation rate | 84.2% | 76.1%+8.1pp | 82.3%+1.9pp | 68.3%+15.9pp |
| Annual return | 22.13% | 28.25%-6.1pp | 62.55%-40.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $5,026 | $3,561+41.1% | $4,693+7.1% | $2,631+91.0% |
| Participant deferral / active EE | $5,150 | $6,636-22.4% | $7,997-35.6% | $4,212+22.3% |
| Admin fee / account holder | $10,326 | $8,568+20.5% | $13,435-23.1% | $7,344+40.6% |