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 9-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 | $43,092 | $98,750-56.4% | $149,696-71.2% | $79,858-46.0% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.5%-1.2pp | 69.6%+11.6pp |
| Annual return | 14.00% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $4,200 | $3,216+30.6% | $4,644-9.6% | $2,471+70.0% |
| Participant deferral / active EE | $8,314 | $5,680+46.4% | $6,842+21.5% | $3,740+122.3% |
| Admin fee / account holder | $5,307 | $6,053-12.3% | $9,309-43.0% | $5,3060% |