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 | $44,729 | $63,346-29.4% | $92,233-51.5% | $70,131-36.2% |
| Participation rate | 83.9% | 68.7%+15.2pp | 76.5%+7.4pp | 69.5%+14.3pp |
| Annual return | 13.15% | 530.12%-517.0pp | 176.28%-163.1pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,350 | $2,471-45.4% | $3,679-63.3% | $2,342-42.4% |
| Participant deferral / active EE | $2,267 | $2,854-20.6% | $3,897-41.8% | $3,332-32.0% |
| Admin fee / account holder | $1,026 | $3,840-73.3% | $5,194-80.2% | $4,645-77.9% |