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 | $42,215 | $57,541-26.6% | $95,745-55.9% | $75,163-43.8% |
| Participation rate | 82.5% | 62.5%+20.0pp | 72.3%+10.2pp | 67.2%+15.3pp |
| Annual return | 14.48% | 34.93%-20.5pp | 28.35%-13.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,028 | $1,808-43.1% | $2,835-63.7% | $2,670-61.5% |
| Participant deferral / active EE | $2,052 | $3,074-33.2% | $4,245-51.7% | $4,125-50.3% |
| Admin fee / account holder | $6,439 | $4,099+57.1% | $5,678+13.4% | $5,651+13.9% |