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 | $33,236 | $86,286-61.5% | $111,297-70.1% | $85,850-61.3% |
| Participation rate | 92.9% | 73.3%+19.5pp | 77.3%+15.5pp | 69.3%+23.5pp |
| Annual return | 12.79% | 19.99%-7.2pp | 54.65%-41.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,019 | $2,043+47.7% | $2,731+10.5% | $2,565+17.7% |
| Participant deferral / active EE | $5,276 | $3,641+44.9% | $4,487+17.6% | $3,952+33.5% |
| Admin fee / account holder | $1,396 | $8,188-82.9% | $7,964-82.5% | $6,260-77.7% |