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 | $45,132 | $89,355-49.5% | $141,162-68.0% | $72,985-38.2% |
| Participation rate | 77.2% | 75.1%+2.1pp | 82.5%-5.3pp | 69.5%+7.7pp |
| Annual return | 24.29% | 111.85%-87.6pp | 71.39%-47.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $978 | $3,114-68.6% | $4,735-79.3% | $2,440-59.9% |
| Participant deferral / active EE | $4,183 | $5,418-22.8% | $6,709-37.6% | $3,607+16.0% |
| Admin fee / account holder | $10,289 | $5,958+72.7% | $10,261+0.3% | $5,124+100.8% |