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 | $35,760 | $94,625-62.2% | $116,228-69.2% | $84,808-57.8% |
| Participation rate | 86.4% | 70.4%+15.9pp | 74.6%+11.8pp | 68.3%+18.1pp |
| Annual return | 13.08% | 20.40%-7.3pp | 90.06%-77.0pp | 40.90%-27.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,421 | $3,972-39.1% | $4,953-51.1% | $4,212-42.5% |
| Admin fee / account holder | $2,655 | $10,091-73.7% | $11,989-77.9% | $7,344-63.8% |