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 | $38,377 | $58,264-34.1% | $86,612-55.7% | $71,457-46.3% |
| Participation rate | 80.0% | 65.0%+15.0pp | 71.7%+8.3pp | 67.9%+12.1pp |
| Annual return | 17.68% | 21.63%-3.9pp | 591.07%-573.4pp | 28.85%-11.2pp |
| Employer contribution / active EE | $3,574 | $2,574+38.9% | $3,022+18.3% | $2,588+38.1% |
| Participant deferral / active EE | $2,465 | $3,436-28.3% | $4,438-44.5% | $4,289-42.5% |
| Admin fee / account holder | $4,448 | $1,057+320.8% | $5,614-20.8% | $1,587+180.2% |