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 | $35,059 | $94,625-62.9% | $116,228-69.8% | $84,808-58.7% |
| Participation rate | 89.3% | 70.4%+18.8pp | 74.6%+14.7pp | 68.3%+21.0pp |
| Annual return | 17.31% | 20.40%-3.1pp | 90.06%-72.7pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,349 | $2,347-42.5% | $2,994-54.9% | $2,631-48.7% |
| Participant deferral / active EE | $2,713 | $3,972-31.7% | $4,953-45.2% | $4,212-35.6% |
| Admin fee / account holder | $1,023 | $10,091-89.9% | $11,989-91.5% | $7,344-86.1% |