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 | $29,851 | $52,380-43.0% | $98,755-69.8% | $85,850-65.2% |
| Participation rate | 84.8% | 58.0%+26.8pp | 65.7%+19.1pp | 69.3%+15.5pp |
| Annual return | 25.83% | 25.82%0pp | 49.91%-24.1pp | 318.53%-292.7pp |
| Employer contribution / active EE | $1,484 | $1,337+11.0% | $2,067-28.2% | $2,565-42.1% |
| Participant deferral / active EE | $2,444 | $2,101+16.3% | $3,035-19.5% | $3,952-38.1% |
| Admin fee / account holder | $6,055 | $3,865+56.7% | $4,076+48.6% | $6,260-3.3% |