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 | $46,527 | $65,365-28.8% | $92,893-49.9% | $72,985-36.3% |
| Participation rate | 98.6% | 68.3%+30.3pp | 76.0%+22.6pp | 69.5%+29.1pp |
| Annual return | 24.03% | 42.10%-18.1pp | 109.41%-85.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,069 | $2,594-20.2% | $3,653-43.4% | $2,440-15.2% |
| Participant deferral / active EE | $7,426 | $3,128+137.4% | $4,236+75.3% | $3,607+105.9% |
| Admin fee / account holder | $2,858 | $4,251-32.8% | $5,794-50.7% | $5,124-44.2% |