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 | $37,121 | $68,346-45.7% | $94,646-60.8% | $75,163-50.6% |
| Participation rate | 75.0% | 76.1%-1.1pp | 80.8%-5.8pp | 67.2%+7.8pp |
| Annual return | 18.13% | 616.93%-598.8pp | 156.71%-138.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $600 | $2,701-77.8% | $3,672-83.7% | $2,670-77.5% |
| Participant deferral / active EE | $4,788 | $6,537-26.8% | $7,418-35.5% | $4,125+16.1% |
| Admin fee / account holder | $2,920 | $5,326-45.2% | $7,231-59.6% | $5,651-48.3% |