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 | $38,806 | $93,571-58.5% | $135,903-71.4% | $75,163-48.4% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 34.45% | 30.90%+3.5pp | 68.23%-33.8pp | 160.62%-126.2pp |
| Employer contribution / active EE | $2,900 | $3,537-18.0% | $4,856-40.3% | $2,670+8.6% |
| Participant deferral / active EE | $5,790 | $6,404-9.6% | $7,758-25.4% | $4,125+40.4% |
| Admin fee / account holder | $3,751 | $6,975-46.2% | $10,762-65.2% | $5,651-33.6% |