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 | $23,108 | $81,248-71.6% | $155,509-85.1% | $80,856-71.4% |
| Participation rate | 76.4% | 66.2%+10.1pp | 78.2%-1.8pp | 67.6%+8.7pp |
| Annual return | 12.97% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,945 | $3,100-37.3% | $4,672-58.4% | $2,755-29.4% |
| Participant deferral / active EE | $3,458 | $3,452+0.2% | $5,626-38.5% | $4,296-19.5% |
| Admin fee / account holder | $5,274 | $7,997-34.1% | $15,912-66.9% | $6,918-23.8% |