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 | $48,622 | $48,046+1.2% | $84,611-42.5% | $72,985-33.4% |
| Participation rate | 97.9% | 57.6%+40.3pp | 68.2%+29.6pp | 69.5%+28.4pp |
| Annual return | 18.62% | 37.38%-18.8pp | 258.74%-240.1pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,758 | $1,602+72.2% | $2,652+4.0% | $2,440+13.0% |
| Participant deferral / active EE | $4,669 | $2,680+74.2% | $3,899+19.8% | $3,607+29.4% |
| Admin fee / account holder | $2,583 | $3,395-23.9% | $4,912-47.4% | $5,124-49.6% |