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 | $38,887 | $48,046-19.1% | $84,611-54.0% | $72,985-46.7% |
| Participation rate | 90.7% | 57.6%+33.1pp | 68.2%+22.5pp | 69.5%+21.2pp |
| Annual return | 21.83% | 37.38%-15.5pp | 258.74%-236.9pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,962 | $1,602+84.9% | $2,652+11.7% | $2,440+21.4% |
| Participant deferral / active EE | $3,768 | $2,680+40.6% | $3,899-3.3% | $3,607+4.5% |
| Admin fee / account holder | $3,168 | $3,395-6.7% | $4,912-35.5% | $5,124-38.2% |