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 | $56,557 | $109,881-48.5% | $150,045-62.3% | $84,808-33.3% |
| Participation rate | 90.5% | 76.1%+14.4pp | 82.3%+8.2pp | 68.3%+22.2pp |
| Annual return | 18.36% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,189 | $3,561+17.6% | $4,693-10.8% | $2,631+59.2% |
| Participant deferral / active EE | $8,495 | $6,636+28.0% | $7,997+6.2% | $4,212+101.7% |
| Admin fee / account holder | $4,484 | $8,568-47.7% | $13,435-66.6% | $7,344-38.9% |