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 | $33,185 | $58,208-43.0% | $81,812-59.4% | $80,856-59.0% |
| Participation rate | 89.2% | 63.4%+25.8pp | 72.3%+16.8pp | 67.6%+21.6pp |
| Annual return | 12.96% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,041 | $2,340-12.8% | $2,912-29.9% | $2,755-25.9% |
| Participant deferral / active EE | $1,011 | $3,281-69.2% | $4,319-76.6% | $4,296-76.5% |
| Admin fee / account holder | $2,156 | $4,981-56.7% | $7,386-70.8% | $6,918-68.8% |