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 | $29,972 | $48,230-37.9% | $67,502-55.6% | $80,856-62.9% |
| Participation rate | 96.4% | 66.4%+30.0pp | 72.9%+23.5pp | 67.6%+28.7pp |
| Annual return | 12.05% | 18.28%-6.2pp | 3512.12%-3500.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,761 | $2,020+86.2% | $2,731+37.7% | $2,755+36.5% |
| Participant deferral / active EE | $1,322 | $2,924-54.8% | $4,000-67.0% | $4,296-69.2% |
| Admin fee / account holder | $3,706 | $3,681+0.7% | $3,998-7.3% | $6,918-46.4% |