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 | $41,742 | $201,272-79.3% | $184,203-77.3% | $145,922-71.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 11.69% | 29.00%-17.3pp | 28.81%-17.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,601 | $7,022-77.2% | $6,427-75.1% | $4,660-65.6% |
| Participant deferral / active EE | $8,228 | $9,806-16.1% | $9,131-9.9% | $6,688+23.0% |
| Admin fee / account holder | $30,922 | $16,364+89.0% | $13,901+122.4% | $13,397+130.8% |