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 | $33,449 | $91,190-63.3% | $178,490-81.3% | $79,858-58.1% |
| Participation rate | 79.5% | 69.2%+10.3pp | 81.9%-2.5pp | 69.6%+9.8pp |
| Annual return | 22.70% | 24.19%-1.5pp | 151.07%-128.4pp | 31.71%-9.0pp |
| Employer contribution / active EE | $944 | $3,256-71.0% | $5,011-81.2% | $2,471-61.8% |
| Participant deferral / active EE | $1,702 | $3,236-47.4% | $5,202-67.3% | $3,740-54.5% |
| Admin fee / account holder | $375 | $6,751-94.5% | $13,984-97.3% | $5,306-92.9% |