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 | $53,710 | $109,881-51.1% | $150,045-64.2% | $84,808-36.7% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 23.07% | 28.25%-5.2pp | 62.55%-39.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $7,061 | $3,561+98.3% | $4,693+50.5% | $2,631+168.4% |
| Participant deferral / active EE | $15,187 | $6,636+128.9% | $7,997+89.9% | $4,212+260.6% |
| Admin fee / account holder | $8,548 | $8,568-0.2% | $13,435-36.4% | $7,344+16.4% |