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 | $38,823 | $71,883-46.0% | $86,677-55.2% | $68,494-43.3% |
| Participation rate | 87.2% | 72.2%+14.9pp | 76.6%+10.6pp | 67.9%+19.3pp |
| Annual return | 26.54% | 3.52%+23.0pp | 35.91%-9.4pp | -7.84%+34.4pp |
| Employer contribution / active EE | $3,590 | $2,173+65.2% | $2,836+26.6% | $2,596+38.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,886 | $6,112-52.8% | $7,493-61.5% | $5,403-46.6% |