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 | $36,805 | $76,000-51.6% | $154,107-76.1% | $64,186-42.7% |
| Participation rate | 75.4% | 70.4%+4.9pp | 83.0%-7.7pp | 69.6%+5.8pp |
| Annual return | 4.57% | 30.32%-25.8pp | 735.12%-730.6pp | 7.63%-3.1pp |
| Employer contribution / active EE | $923 | $3,351-72.4% | $5,298-82.6% | $2,381-61.2% |
| Participant deferral / active EE | $1,269 | $3,175-60.0% | $5,081-75.0% | $3,470-63.4% |
| Admin fee / account holder | $3,810 | $5,596-31.9% | $13,411-71.6% | $4,888-22.0% |