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 | $59,392 | $81,460-27.1% | $103,333-42.5% | $80,856-26.5% |
| Participation rate | 79.5% | 66.8%+12.6pp | 74.5%+5.0pp | 67.6%+11.8pp |
| Annual return | 15.89% | 25.55%-9.7pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,941 | $3,869+1.9% | $5,057-22.1% | $4,296-8.3% |
| Admin fee / account holder | $15,676 | $6,566+138.7% | $8,355+87.6% | $6,918+126.6% |