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 | $37,089 | $98,750-62.4% | $149,696-75.2% | $79,858-53.6% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 21.74% | 27.43%-5.7pp | 276.60%-254.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $3,337 | $3,216+3.7% | $4,644-28.2% | $2,471+35.0% |
| Participant deferral / active EE | $5,900 | $5,680+3.9% | $6,842-13.8% | $3,740+57.7% |
| Admin fee / account holder | $568 | $6,053-90.6% | $9,309-93.9% | $5,306-89.3% |