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 | $46,703 | $102,317-54.4% | $146,958-68.2% | $80,856-42.2% |
| Participation rate | 86.4% | 75.8%+10.5pp | 82.2%+4.2pp | 67.6%+18.7pp |
| Annual return | 15.77% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,805 | $3,713-51.4% | $4,933-63.4% | $2,755-34.5% |
| Participant deferral / active EE | $4,984 | $6,644-25.0% | $8,070-38.2% | $4,296+16.0% |
| Admin fee / account holder | $2,874 | $7,941-63.8% | $12,998-77.9% | $6,918-58.5% |