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 | $27,299 | $48,230-43.4% | $67,502-59.6% | $80,856-66.2% |
| Participation rate | 71.4% | 66.4%+5.1pp | 72.9%-1.4pp | 67.6%+3.8pp |
| Annual return | 26.59% | 18.28%+8.3pp | 3512.12%-3485.5pp | 35.59%-9.0pp |
| Employer contribution / active EE | $1,729 | $2,020-14.4% | $2,731-36.7% | $2,755-37.2% |
| Participant deferral / active EE | $4,320 | $2,924+47.8% | $4,000+8.0% | $4,296+0.6% |
| Admin fee / account holder | $344 | $3,681-90.7% | $3,998-91.4% | $6,918-95.0% |