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 | $43,009 | $77,634-44.6% | $156,549-72.5% | $62,891-31.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.36% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $4,411 | $3,444+28.1% | $5,501-19.8% | $2,281+93.4% |
| Participant deferral / active EE | $2,962 | $3,045-2.7% | $4,871-39.2% | $3,203-7.5% |
| Admin fee / account holder | $5,535 | $5,561-0.5% | $13,027-57.5% | $4,296+28.8% |