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 | $42,664 | $109,359-61.0% | $162,163-73.7% | $72,985-41.5% |
| Participation rate | 97.9% | 84.3%+13.6pp | 87.6%+10.3pp | 69.5%+28.4pp |
| Annual return | 24.21% | 25.46%-1.3pp | 115.59%-91.4pp | 81.00%-56.8pp |
| Employer contribution / active EE | $5,992 | $3,907+53.4% | $5,614+6.7% | $2,440+145.6% |
| Participant deferral / active EE | $5,870 | $5,481+7.1% | $7,298-19.6% | $3,607+62.7% |
| Admin fee / account holder | $2,757 | $7,972-65.4% | $10,843-74.6% | $5,124-46.2% |