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 | $41,624 | $57,016-27.0% | $84,966-51.0% | $80,856-48.5% |
| Participation rate | 78.5% | 56.3%+22.1pp | 67.5%+11.0pp | 67.6%+10.8pp |
| Annual return | 15.63% | 21.66%-6.0pp | 66.38%-50.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,585 | $1,798-11.8% | $2,727-41.9% | $2,755-42.5% |
| Participant deferral / active EE | $8,278 | $3,110+166.2% | $4,519+83.2% | $4,296+92.7% |
| Admin fee / account holder | $4,295 | $4,980-13.8% | $6,149-30.2% | $6,918-37.9% |