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 | $38,450 | $53,516-28.2% | $126,539-69.6% | $84,808-54.7% |
| Participation rate | 83.7% | 58.2%+25.5pp | 69.8%+13.9pp | 68.3%+15.4pp |
| Annual return | 18.21% | 58.34%-40.1pp | 425.95%-407.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,269 | $1,535-17.3% | $3,674-65.5% | $2,631-51.8% |
| Participant deferral / active EE | $3,673 | $2,671+37.5% | $4,083-10.0% | $4,212-12.8% |
| Admin fee / account holder | $6,974 | $4,497+55.1% | $6,065+15.0% | $7,344-5.0% |