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 | $34,631 | $110,257-68.6% | $96,544-64.1% | $139,434-75.2% |
| Participation rate | 92.9% | 78.1%+14.8pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 18.69% | 26.32%-7.6pp | 25.84%-7.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $4,591 | $3,620+26.8% | $2,965+54.8% | $4,751-3.4% |
| Participant deferral / active EE | $8,725 | $5,548+57.3% | $4,851+79.9% | $6,710+30.0% |
| Admin fee / account holder | $6,024 | $11,591-48.0% | $8,252-27.0% | $11,403-47.2% |