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 | $39,148 | $43,327-9.6% | $59,878-34.6% | $64,186-39.0% |
| Participation rate | 95.5% | 69.2%+26.4pp | 74.7%+20.8pp | 69.6%+26.0pp |
| Annual return | 10.63% | -1.55%+12.2pp | 3.46%+7.2pp | 7.63%+3.0pp |
| Employer contribution / active EE | $2,307 | $2,028+13.7% | $2,722-15.2% | $2,381-3.1% |
| Participant deferral / active EE | $1,986 | $2,546-22.0% | $3,402-41.6% | $3,470-42.8% |
| Admin fee / account holder | $931 | $3,005-69.0% | $3,590-74.1% | $4,888-81.0% |