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 | $47,091 | $85,202-44.7% | $172,739-72.7% | $72,985-35.5% |
| Participation rate | 97.5% | 70.1%+27.4pp | 82.6%+14.9pp | 69.5%+28.0pp |
| Annual return | 19.29% | 27.32%-8.0pp | 802.84%-783.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,782 | $3,324-16.3% | $5,143-45.9% | $2,440+14.0% |
| Participant deferral / active EE | $3,758 | $3,260+15.3% | $5,198-27.7% | $3,607+4.2% |
| Admin fee / account holder | $4,327 | $5,884-26.5% | $13,954-69.0% | $5,124-15.6% |