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 | $26,637 | $90,503-70.6% | $78,689-66.1% | $273,961-90.3% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 5.17% | 75.60%-70.4pp | 62.18%-57.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $4,315 | $3,176+35.9% | $2,851+51.4% | $4,869-11.4% |
| Participant deferral / active EE | $5,837 | $3,901+49.6% | $3,517+66.0% | $5,287+10.4% |
| Admin fee / account holder | $14,458 | $5,263+174.7% | $4,510+220.5% | $10,132+42.7% |