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 | $41,288 | $78,705-47.5% | $117,854-65.0% | $70,131-41.1% |
| Participation rate | 91.9% | 73.2%+18.7pp | 79.7%+12.2pp | 69.5%+22.4pp |
| Annual return | 15.38% | 23.30%-7.9pp | 335.08%-319.7pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,703 | $2,223+21.6% | $3,786-28.6% | $2,342+15.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,011 | $5,065-20.8% | $8,020-50.0% | $4,645-13.6% |