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 | $43,183 | $93,571-53.8% | $135,903-68.2% | $75,163-42.5% |
| Participation rate | 76.3% | 75.2%+1.1pp | 81.9%-5.6pp | 67.2%+9.1pp |
| Annual return | 19.03% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,537 | $3,537-28.3% | $4,856-47.7% | $2,670-5.0% |
| Participant deferral / active EE | $4,831 | $6,404-24.6% | $7,758-37.7% | $4,125+17.1% |
| Admin fee / account holder | $1,736 | $6,975-75.1% | $10,762-83.9% | $5,651-69.3% |