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 5-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 | $33,259 | $52,681-36.9% | $75,781-56.1% | $59,632-44.2% |
| Participation rate | 92.5% | 67.2%+25.3pp | 75.8%+16.7pp | 68.7%+23.8pp |
| Annual return | 3.77% | 2.95%+0.8pp | 9.68%-5.9pp | 2041.28%-2037.5pp |
| Employer contribution / active EE | $1,931 | $2,193-12.0% | $3,323-41.9% | $2,203-12.3% |
| Participant deferral / active EE | $1,658 | $2,591-36.0% | $3,651-54.6% | $3,192-48.0% |
| Admin fee / account holder | $686 | $3,610-81.0% | $5,299-87.0% | $4,297-84.0% |