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 | $43,227 | $117,841-63.3% | $102,423-57.8% | $145,922-70.4% |
| Participation rate | 82.6% | 78.6%+4.0pp | 76.5%+6.1pp | 80.3%+2.3pp |
| Annual return | 9.89% | 31.65%-21.8pp | 29.32%-19.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,166 | $3,615-40.1% | $3,023-28.3% | $4,660-53.5% |
| Participant deferral / active EE | $8,422 | $5,731+47.0% | $5,053+66.7% | $6,688+25.9% |
| Admin fee / account holder | $11,037 | $13,326-17.2% | $9,451+16.8% | $13,397-17.6% |