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 | $37,951 | $54,541-30.4% | $78,778-51.8% | $70,131-45.9% |
| Participation rate | 91.7% | 60.8%+30.9pp | 69.2%+22.5pp | 69.5%+22.1pp |
| Annual return | 15.55% | 21.07%-5.5pp | 35.62%-20.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,400 | $1,089+28.6% | $1,986-29.5% | $2,342-40.2% |
| Participant deferral / active EE | $2,558 | $2,210+15.7% | $2,958-13.5% | $3,332-23.2% |
| Admin fee / account holder | $353 | $3,709-90.5% | $5,134-93.1% | $4,645-92.4% |