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 | $49,727 | $99,985-50.3% | $146,665-66.1% | $85,850-42.1% |
| Participation rate | 86.5% | 73.1%+13.4pp | 80.1%+6.4pp | 69.3%+17.2pp |
| Annual return | 13.13% | 18.93%-5.8pp | 22.74%-9.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $753 | $2,559-70.6% | $4,136-81.8% | $2,565-70.6% |
| Participant deferral / active EE | $2,836 | $4,006-29.2% | $5,506-48.5% | $3,952-28.2% |
| Admin fee / account holder | $2,650 | $7,702-65.6% | $10,280-74.2% | $6,260-57.7% |