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 | $34,397 | $102,616-66.5% | $81,983-58.0% | $158,922-78.4% |
| Participation rate | 70.6% | 75.5%-4.9pp | 69.2%+1.3pp | 82.0%-11.4pp |
| Annual return | 7.00% | 61.04%-54.0pp | 41.31%-34.3pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,578 | $3,240-51.3% | $2,498-36.8% | $4,761-66.9% |
| Participant deferral / active EE | $2,404 | $4,648-48.3% | $3,722-35.4% | $5,982-59.8% |
| Admin fee / account holder | $10,573 | $8,235+28.4% | $5,664+86.7% | $11,246-6.0% |