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 | $36,633 | $57,281-36.0% | $86,612-57.7% | $75,163-51.3% |
| Participation rate | 72.7% | 63.2%+9.5pp | 71.7%+1.0pp | 67.2%+5.5pp |
| Annual return | 13.90% | 2670.75%-2656.8pp | 591.07%-577.2pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,172 | $2,314-49.4% | $3,022-61.2% | $2,670-56.1% |
| Participant deferral / active EE | $1,733 | $3,318-47.8% | $4,438-61.0% | $4,125-58.0% |
| Admin fee / account holder | $6,913 | $4,112+68.1% | $5,614+23.1% | $5,651+22.3% |