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 | $44,018 | $106,515-58.7% | $96,683-54.5% | $139,434-68.4% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 13.87% | 38.43%-24.6pp | 35.69%-21.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $6,522 | $4,103+59.0% | $3,737+74.5% | $4,751+37.3% |
| Participant deferral / active EE | $2,161 | $5,454-60.4% | $4,878-55.7% | $6,710-67.8% |
| Admin fee / account holder | $2,999 | $7,877-61.9% | $6,730-55.4% | $11,403-73.7% |