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 | $37,869 | $58,208-34.9% | $81,812-53.7% | $80,856-53.2% |
| Participation rate | 85.7% | 63.4%+22.3pp | 72.3%+13.4pp | 67.6%+18.1pp |
| Annual return | 13.07% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,664 | $2,340-28.9% | $2,912-42.9% | $2,755-39.6% |
| Participant deferral / active EE | $2,551 | $3,281-22.3% | $4,319-40.9% | $4,296-40.6% |
| Admin fee / account holder | $4,097 | $4,981-17.7% | $7,386-44.5% | $6,918-40.8% |