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 | $32,504 | $48,570-33.1% | $130,648-75.1% | $72,985-55.5% |
| Participation rate | 85.3% | 58.6%+26.7pp | 71.7%+13.6pp | 69.5%+15.8pp |
| Annual return | 25.00% | 38.63%-13.6pp | 1708.96%-1684.0pp | 81.00%-56.0pp |
| Employer contribution / active EE | $4,774 | $1,334+257.8% | $4,092+16.7% | $2,440+95.6% |
| Participant deferral / active EE | $6,168 | $2,384+158.7% | $3,603+71.2% | $3,607+71.0% |
| Admin fee / account holder | $5,125 | $3,549+44.4% | $5,464-6.2% | $5,1240% |