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 | $44,126 | $62,573-29.5% | $85,682-48.5% | $85,850-48.6% |
| Participation rate | 90.3% | 61.1%+29.1pp | 69.9%+20.4pp | 69.3%+21.0pp |
| Annual return | 17.24% | 23.77%-6.5pp | 21.49%-4.2pp | 318.53%-301.3pp |
| Employer contribution / active EE | $705 | $1,757-59.9% | $2,618-73.1% | $2,565-72.5% |
| Participant deferral / active EE | $3,828 | $2,802+36.6% | $3,923-2.4% | $3,952-3.1% |
| Admin fee / account holder | $388 | $4,640-91.6% | $6,873-94.4% | $6,260-93.8% |