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 | $42,935 | $66,402-35.3% | $109,895-60.9% | $85,850-50.0% |
| Participation rate | 83.3% | 63.9%+19.5pp | 74.2%+9.1pp | 69.3%+14.0pp |
| Annual return | 12.47% | 19.59%-7.1pp | 29.45%-17.0pp | 318.53%-306.1pp |
| Employer contribution / active EE | $645 | $1,687-61.8% | $2,842-77.3% | $2,565-74.8% |
| Participant deferral / active EE | $4,602 | $2,842+61.9% | $4,048+13.7% | $3,952+16.5% |
| Admin fee / account holder | $1,947 | $4,557-57.3% | $6,066-67.9% | $6,260-68.9% |