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 | $39,563 | $56,897-30.5% | $84,750-53.3% | $62,891-37.1% |
| Participation rate | 90.0% | 68.5%+21.5pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 6.36% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $13,245 | $2,400+451.9% | $3,574+270.6% | $2,281+480.7% |
| Participant deferral / active EE | $1,226 | $2,709-54.7% | $3,712-67.0% | $3,203-61.7% |
| Admin fee / account holder | $2,668 | $3,581-25.5% | $5,332-50.0% | $4,296-37.9% |