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 | $35,203 | $48,230-27.0% | $67,502-47.8% | $80,856-56.5% |
| Participation rate | 76.9% | 66.4%+10.6pp | 72.9%+4.0pp | 67.6%+9.3pp |
| Annual return | 11.89% | 18.28%-6.4pp | 3512.12%-3500.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,734 | $2,924+61.9% | $4,000+18.4% | $4,296+10.2% |
| Admin fee / account holder | $870 | $3,681-76.4% | $3,998-78.2% | $6,918-87.4% |