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 | $43,712 | $76,000-42.5% | $154,107-71.6% | $64,186-31.9% |
| Participation rate | 83.9% | 70.4%+13.5pp | 83.0%+0.9pp | 69.6%+14.4pp |
| Annual return | 11.24% | 30.32%-19.1pp | 735.12%-723.9pp | 7.63%+3.6pp |
| Employer contribution / active EE | $1,404 | $3,351-58.1% | $5,298-73.5% | $2,381-41.0% |
| Participant deferral / active EE | $1,084 | $3,175-65.9% | $5,081-78.7% | $3,470-68.8% |
| Admin fee / account holder | $3,651 | $5,596-34.8% | $13,411-72.8% | $4,888-25.3% |