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 | $34,192 | $77,899-56.1% | $149,673-77.2% | $75,163-54.5% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.6pp |
| Annual return | 15.62% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,770 | $3,137-11.7% | $4,818-42.5% | $2,670+3.8% |
| Participant deferral / active EE | $3,035 | $3,411-11.0% | $5,680-46.6% | $4,125-26.4% |
| Admin fee / account holder | $11,107 | $5,956+86.5% | $13,210-15.9% | $5,651+96.6% |