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 | $37,657 | $72,012-47.7% | $185,823-79.7% | $79,858-52.8% |
| Participation rate | 82.2% | 65.8%+16.5pp | 78.0%+4.2pp | 69.6%+12.6pp |
| Annual return | 24.46% | 23.12%+1.3pp | 35.95%-11.5pp | 31.71%-7.3pp |
| Employer contribution / active EE | $1,553 | $1,965-20.9% | $4,087-62.0% | $2,471-37.1% |
| Participant deferral / active EE | $3,616 | $3,779-4.3% | $5,632-35.8% | $3,740-3.3% |
| Admin fee / account holder | $1,513 | $4,513-66.5% | $9,500-84.1% | $5,306-71.5% |