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 | $24,665 | $58,828-58.1% | $77,999-68.4% | $62,891-60.8% |
| Participation rate | 97.7% | 71.1%+26.7pp | 75.5%+22.2pp | 69.3%+28.4pp |
| Annual return | 11.29% | 17.16%-5.9pp | 425.96%-414.7pp | 20.14%-8.9pp |
| Employer contribution / active EE | $4,036 | $1,672+141.4% | $2,470+63.4% | $2,281+76.9% |
| Participant deferral / active EE | $6,080 | $2,686+126.4% | $3,497+73.9% | $3,203+89.8% |
| Admin fee / account holder | $1,303 | $4,393-70.3% | $5,480-76.2% | $4,296-69.7% |