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 | $40,056 | $98,750-59.4% | $149,696-73.2% | $79,858-49.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 16.97% | 27.43%-10.5pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,801 | $3,216-12.9% | $4,644-39.7% | $2,471+13.4% |
| Participant deferral / active EE | $5,401 | $5,680-4.9% | $6,842-21.1% | $3,740+44.4% |
| Admin fee / account holder | $2,601 | $6,053-57.0% | $9,309-72.1% | $5,306-51.0% |