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 | $33,986 | $81,208-58.1% | $98,907-65.6% | $79,858-57.4% |
| Participation rate | 78.7% | 72.5%+6.2pp | 76.0%+2.7pp | 69.6%+9.1pp |
| Annual return | 15.69% | 60.99%-45.3pp | 196.43%-180.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,758 | $1,960-10.3% | $2,689-34.6% | $2,471-28.9% |
| Participant deferral / active EE | $2,686 | $3,265-17.7% | $4,244-36.7% | $3,740-28.2% |
| Admin fee / account holder | $2,310 | $6,013-61.6% | $6,642-65.2% | $5,306-56.5% |