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 | $35,083 | $52,953-33.7% | $172,739-79.7% | $65,185-46.2% |
| Participation rate | 95.0% | 66.2%+28.8pp | 82.6%+12.4pp | 70.2%+24.8pp |
| Annual return | 17.98% | 30.12%-12.1pp | 802.84%-784.9pp | 29.38%-11.4pp |
| Employer contribution / active EE | $1,580 | $2,190-27.8% | $5,143-69.3% | $2,177-27.4% |
| Participant deferral / active EE | $2,551 | $2,471+3.2% | $5,198-50.9% | $3,514-27.4% |
| Admin fee / account holder | $1,018 | $472+115.7% | $13,954-92.7% | $847+20.1% |