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 | $23,723 | $89,355-73.5% | $141,162-83.2% | $72,985-67.5% |
| Participation rate | 92.5% | 75.1%+17.3pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 29.35% | 111.85%-82.5pp | 71.39%-42.0pp | 81.00%-51.7pp |
| Employer contribution / active EE | $3,037 | $3,114-2.5% | $4,735-35.9% | $2,440+24.5% |
| Participant deferral / active EE | $6,203 | $5,418+14.5% | $6,709-7.5% | $3,607+72.0% |
| Admin fee / account holder | $1,128 | $5,958-81.1% | $10,261-89.0% | $5,124-78.0% |