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 | $34,117 | $56,053-39.1% | $75,972-55.1% | $80,856-57.8% |
| Participation rate | 93.5% | 62.0%+31.4pp | 69.1%+24.4pp | 67.6%+25.8pp |
| Annual return | 11.40% | 20.53%-9.1pp | 359.55%-348.1pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,534 | $1,874+35.2% | $2,685-5.6% | $2,755-8.0% |
| Participant deferral / active EE | $7,096 | $3,052+132.5% | $4,255+66.8% | $4,296+65.2% |
| Admin fee / account holder | $329 | $5,234-93.7% | $6,467-94.9% | $6,918-95.2% |