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 | $34,110 | $49,227-30.7% | $70,449-51.6% | $79,858-57.3% |
| Participation rate | 85.1% | 69.2%+16.0pp | 75.1%+10.1pp | 69.6%+15.5pp |
| Annual return | 7.04% | 30.06%-23.0pp | 109.03%-102.0pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,401 | $2,099-33.3% | $2,737-48.8% | $2,471-43.3% |
| Participant deferral / active EE | $2,259 | $2,768-18.4% | $3,709-39.1% | $3,740-39.6% |
| Admin fee / account holder | $13,482 | $2,878+368.4% | $3,845+250.6% | $5,306+154.1% |