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 | $32,592 | $105,181-69.0% | $159,436-79.6% | $85,850-62.0% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.8%+0.9pp | 69.3%+14.4pp |
| Annual return | 22.07% | 45.07%-23.0pp | 263.57%-241.5pp | 318.53%-296.5pp |
| Employer contribution / active EE | $1,402 | $3,318-57.7% | $4,829-71.0% | $2,565-45.3% |
| Participant deferral / active EE | $3,848 | $5,945-35.3% | $7,352-47.7% | $3,952-2.6% |
| Admin fee / account holder | $2,767 | $6,933-60.1% | $10,799-74.4% | $6,260-55.8% |