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 | $42,389 | $98,750-57.1% | $149,696-71.7% | $79,858-46.9% |
| Participation rate | 82.5% | 75.8%+6.8pp | 82.5%+0.1pp | 69.6%+12.9pp |
| Annual return | 33.24% | 27.43%+5.8pp | 276.60%-243.4pp | 31.71%+1.5pp |
| Employer contribution / active EE | $1,707 | $3,216-46.9% | $4,644-63.3% | $2,471-30.9% |
| Participant deferral / active EE | $4,944 | $5,680-13.0% | $6,842-27.7% | $3,740+32.2% |
| Admin fee / account holder | $2,935 | $6,053-51.5% | $9,309-68.5% | $5,306-44.7% |