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 | $48,240 | $181,894-73.5% | $156,549-69.2% | $273,961-82.4% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 3.11% | 30.74%-27.6pp | 32.23%-29.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $1,960 | $6,248-68.6% | $5,501-64.4% | $4,869-59.7% |
| Participant deferral / active EE | $3,580 | $5,550-35.5% | $4,871-26.5% | $5,287-32.3% |
| Admin fee / account holder | $592 | $15,559-96.2% | $13,027-95.5% | $10,132-94.2% |