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 | $34,671 | $85,766-59.6% | $136,294-74.6% | $70,131-50.6% |
| Participation rate | 92.0% | 74.2%+17.9pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 22.81% | 31.45%-8.6pp | 5155.94%-5133.1pp | 73.14%-50.3pp |
| Employer contribution / active EE | $3,128 | $2,966+5.5% | $4,695-33.4% | $2,342+33.5% |
| Participant deferral / active EE | $4,717 | $5,051-6.6% | $6,247-24.5% | $3,332+41.6% |
| Admin fee / account holder | $426 | $5,420-92.1% | $9,243-95.4% | $4,645-90.8% |