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 7-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 | $46,081 | $72,277-36.2% | $101,248-54.5% | $79,858-42.3% |
| Participation rate | 93.1% | 68.5%+24.6pp | 75.8%+17.2pp | 69.6%+23.4pp |
| Annual return | 17.63% | 22.30%-4.7pp | 46.47%-28.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,667 | $2,692-38.1% | $3,660-54.5% | $2,471-32.5% |
| Participant deferral / active EE | $5,334 | $3,282+62.6% | $4,370+22.1% | $3,740+42.6% |
| Admin fee / account holder | $1,449 | $4,400-67.1% | $5,945-75.6% | $5,306-72.7% |