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 | $41,429 | $81,208-49.0% | $98,907-58.1% | $79,858-48.1% |
| Participation rate | 73.9% | 72.5%+1.4pp | 76.0%-2.1pp | 69.6%+4.3pp |
| Annual return | 22.16% | 60.99%-38.8pp | 196.43%-174.3pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,363 | $1,960-30.5% | $2,689-49.3% | $2,471-44.9% |
| Participant deferral / active EE | $2,012 | $3,265-38.4% | $4,244-52.6% | $3,740-46.2% |
| Admin fee / account holder | $3,513 | $6,013-41.6% | $6,642-47.1% | $5,306-33.8% |