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 | $56,400 | $45,073+25.1% | $69,455-18.8% | $72,985-22.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 14.00% | 22.65%-8.6pp | 28.97%-15.0pp | 81.00%-67.0pp |
| Employer contribution / active EE | $2,299 | $2,054+11.9% | $2,779-17.3% | $2,440-5.8% |
| Participant deferral / active EE | $4,269 | $2,602+64.1% | $3,535+20.7% | $3,607+18.3% |
| Admin fee / account holder | $19,668 | $3,056+543.7% | $3,839+412.3% | $5,124+283.8% |