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 | $28,467 | $85,766-66.8% | $136,294-79.1% | $70,131-59.4% |
| Participation rate | 82.4% | 74.2%+8.2pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 54.50% | 31.45%+23.0pp | 5155.94%-5101.4pp | 73.14%-18.6pp |
| Employer contribution / active EE | $1,266 | $2,966-57.3% | $4,695-73.0% | $2,342-45.9% |
| Participant deferral / active EE | $2,979 | $5,051-41.0% | $6,247-52.3% | $3,332-10.6% |
| Admin fee / account holder | $2,438 | $5,420-55.0% | $9,243-73.6% | $4,645-47.5% |