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 | $44,268 | $76,000-41.8% | $154,107-71.3% | $64,186-31.0% |
| Participation rate | 84.4% | 70.4%+14.0pp | 83.0%+1.3pp | 69.6%+14.8pp |
| Annual return | 3.55% | 30.32%-26.8pp | 735.12%-731.6pp | 7.63%-4.1pp |
| Employer contribution / active EE | $1,867 | $3,351-44.3% | $5,298-64.8% | $2,381-21.6% |
| Participant deferral / active EE | $1,318 | $3,175-58.5% | $5,081-74.1% | $3,470-62.0% |
| Admin fee / account holder | $447 | $5,596-92.0% | $13,411-96.7% | $4,888-90.9% |