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 | $56,994 | $60,022-5.0% | $88,946-35.9% | $84,808-32.8% |
| Participation rate | 94.4% | 57.8%+36.6pp | 68.8%+25.6pp | 68.3%+26.1pp |
| Annual return | 14.71% | 22.43%-7.7pp | 57.82%-43.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,163 | $1,703-31.7% | $2,555-54.5% | $2,631-55.8% |
| Participant deferral / active EE | $1,987 | $3,114-36.2% | $4,581-56.6% | $4,212-52.8% |
| Admin fee / account holder | $7,765 | $4,811+61.4% | $8,261-6.0% | $7,344+5.7% |