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 | $40,170 | $72,277-44.4% | $101,248-60.3% | $79,858-49.7% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.8%+20.3pp | 69.6%+26.5pp |
| Annual return | 24.69% | 22.30%+2.4pp | 46.47%-21.8pp | 31.71%-7.0pp |
| Employer contribution / active EE | $6,564 | $2,692+143.9% | $3,660+79.4% | $2,471+165.7% |
| Participant deferral / active EE | $6,289 | $3,282+91.6% | $4,370+43.9% | $3,740+68.2% |
| Admin fee / account holder | $1,990 | $4,400-54.8% | $5,945-66.5% | $5,306-62.5% |