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 | $43,943 | $75,963-42.2% | $97,995-55.2% | $70,131-37.3% |
| Participation rate | 96.6% | 77.0%+19.6pp | 82.4%+14.2pp | 69.5%+27.0pp |
| Annual return | 16.43% | 19.26%-2.8pp | 23.94%-7.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,390 | $3,278-27.1% | $4,158-42.5% | $2,342+2.0% |
| Participant deferral / active EE | $5,193 | $4,053+28.1% | $5,097+1.9% | $3,332+55.9% |
| Admin fee / account holder | $1,280 | $5,407-76.3% | $5,943-78.5% | $4,645-72.4% |