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 | $34,990 | $90,600-61.4% | $79,464-56.0% | $135,375-74.2% |
| Participation rate | 89.5% | 76.0%+13.4pp | 73.3%+16.1pp | 82.6%+6.8pp |
| Annual return | 8.28% | 977.43%-969.2pp | 718.14%-709.9pp | 519.73%-511.5pp |
| Employer contribution / active EE | $3,391 | $3,068+10.5% | $2,800+21.1% | $4,779-29.0% |
| Participant deferral / active EE | $1,414 | $4,050-65.1% | $3,704-61.8% | $5,609-74.8% |
| Admin fee / account holder | $11,539 | $5,907+95.3% | $5,113+125.7% | $10,827+6.6% |