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 | $32,425 | $63,355-48.8% | $91,989-64.8% | $72,985-55.6% |
| Participation rate | 91.8% | 72.5%+19.3pp | 78.6%+13.2pp | 69.5%+22.3pp |
| Annual return | 22.95% | 35.35%-12.4pp | 69.02%-46.1pp | 81.00%-58.1pp |
| Employer contribution / active EE | $3,326 | $2,116+57.2% | $3,452-3.6% | $2,440+36.3% |
| Participant deferral / active EE | $3,139 | $4,883-35.7% | $5,923-47.0% | $3,607-13.0% |
| Admin fee / account holder | $1,675 | $4,668-64.1% | $7,743-78.4% | $5,124-67.3% |