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 | $43,017 | $80,968-46.9% | $96,544-55.4% | $75,163-42.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.80% | 27.06%-13.3pp | 25.84%-12.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,822 | $2,282-20.2% | $2,965-38.6% | $2,670-31.8% |
| Participant deferral / active EE | $4,518 | $3,928+15.0% | $4,851-6.9% | $4,125+9.5% |
| Admin fee / account holder | $664 | $6,724-90.1% | $8,252-92.0% | $5,651-88.2% |