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 | $43,433 | $89,355-51.4% | $141,162-69.2% | $72,985-40.5% |
| Participation rate | 82.4% | 75.1%+7.2pp | 82.5%-0.1pp | 69.5%+12.9pp |
| Annual return | 22.57% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $4,152 | $3,114+33.3% | $4,735-12.3% | $2,440+70.2% |
| Participant deferral / active EE | $3,904 | $5,418-27.9% | $6,709-41.8% | $3,607+8.2% |
| Admin fee / account holder | $3,857 | $5,958-35.3% | $10,261-62.4% | $5,124-24.7% |