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 | $46,743 | $107,452-56.5% | $91,541-48.9% | $142,382-67.2% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 18.16% | 22.06%-3.9pp | 20.50%-2.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,329 | $2,994-22.2% | $2,505-7.0% | $4,299-45.8% |
| Participant deferral / active EE | $2,814 | $4,754-40.8% | $4,008-29.8% | $6,507-56.8% |
| Admin fee / account holder | $1,549 | $8,834-82.5% | $6,956-77.7% | $12,624-87.7% |