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 | $36,792 | $80,717-54.4% | $154,803-76.2% | $84,808-56.6% |
| Participation rate | 84.2% | 66.8%+17.4pp | 78.1%+6.1pp | 68.3%+15.9pp |
| Annual return | 16.71% | 37.96%-21.2pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,228 | $2,761-55.5% | $4,305-71.5% | $2,631-53.3% |
| Participant deferral / active EE | $3,138 | $3,303-5.0% | $5,540-43.4% | $4,212-25.5% |
| Admin fee / account holder | $1,873 | $6,746-72.2% | $14,329-86.9% | $7,344-74.5% |