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 | $46,009 | $56,110-18.0% | $94,993-51.6% | $70,131-34.4% |
| Participation rate | 76.8% | 65.0%+11.8pp | 73.9%+2.9pp | 69.5%+7.2pp |
| Annual return | 14.29% | 51.02%-36.7pp | 27.12%-12.8pp | 73.14%-58.8pp |
| Employer contribution / active EE | $623 | $1,442-56.8% | $2,603-76.1% | $2,342-73.4% |
| Participant deferral / active EE | $2,295 | $2,391-4.0% | $3,317-30.8% | $3,332-31.1% |
| Admin fee / account holder | $20,132 | $3,456+482.5% | $4,960+305.9% | $4,645+333.4% |