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 | $44,967 | $58,208-22.7% | $81,812-45.0% | $80,856-44.4% |
| Participation rate | 83.3% | 63.4%+19.9pp | 72.3%+11.0pp | 67.6%+15.7pp |
| Annual return | 17.74% | 41.66%-23.9pp | 773.79%-756.0pp | 35.59%-17.9pp |
| Employer contribution / active EE | $3,228 | $2,340+37.9% | $2,912+10.8% | $2,755+17.2% |
| Participant deferral / active EE | $3,671 | $3,281+11.9% | $4,319-15.0% | $4,296-14.5% |
| Admin fee / account holder | $12,640 | $4,981+153.7% | $7,386+71.1% | $6,918+82.7% |