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 9-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 | $55,932 | $163,101-65.7% | $136,749-59.1% | $142,382-60.7% |
| Participation rate | 95.7% | 78.2%+17.4pp | 72.1%+23.5pp | 80.1%+15.5pp |
| Annual return | 17.20% | 27.54%-10.3pp | 24.33%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,481 | $4,117-39.7% | $3,400-27.0% | $4,299-42.3% |
| Participant deferral / active EE | $6,053 | $5,585+8.4% | $4,692+29.0% | $6,507-7.0% |
| Admin fee / account holder | $4,629 | $14,318-67.7% | $11,386-59.3% | $12,624-63.3% |