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 5-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 | $45,616 | $48,076-5.1% | $78,689-42.0% | $62,891-27.5% |
| Participation rate | 88.5% | 65.2%+23.3pp | 73.6%+14.9pp | 69.3%+19.2pp |
| Annual return | 8.37% | 31.35%-23.0pp | 62.18%-53.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,392 | $2,015+68.3% | $2,851+19.0% | $2,281+48.7% |
| Participant deferral / active EE | $4,717 | $2,588+82.3% | $3,517+34.1% | $3,203+47.3% |
| Admin fee / account holder | $1,985 | $3,207-38.1% | $4,510-56.0% | $4,296-53.8% |