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 | $23,855 | $84,233-71.7% | $170,442-86.0% | $70,131-66.0% |
| Participation rate | 80.0% | 70.8%+9.2pp | 83.6%-3.6pp | 69.5%+10.5pp |
| Annual return | 15.53% | 23.06%-7.5pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,806 | $3,387-46.7% | $5,433-66.8% | $2,342-22.9% |
| Participant deferral / active EE | $4,185 | $3,086+35.6% | $4,939-15.3% | $3,332+25.6% |
| Admin fee / account holder | $5,863 | $5,698+2.9% | $13,880-57.8% | $4,645+26.2% |