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 7-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 | $27,935 | $52,279-46.6% | $89,391-68.7% | $79,858-65.0% |
| Participation rate | 77.1% | 57.5%+19.6pp | 68.0%+9.2pp | 69.6%+7.5pp |
| Annual return | 18.20% | 22.16%-4.0pp | 245.62%-227.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,638 | $1,572+131.5% | $2,586+40.7% | $2,471+47.2% |
| Participant deferral / active EE | $5,409 | $2,740+97.4% | $3,890+39.0% | $3,740+44.6% |
| Admin fee / account holder | $3,534 | $3,356+5.3% | $4,881-27.6% | $5,306-33.4% |