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 | $35,421 | $91,552-61.3% | $133,956-73.6% | $79,858-55.6% |
| Participation rate | 86.1% | 73.3%+12.8pp | 79.8%+6.3pp | 69.6%+16.5pp |
| Annual return | 24.88% | 61.85%-37.0pp | 45.09%-20.2pp | 31.71%-6.8pp |
| Employer contribution / active EE | $1,574 | $2,384-34.0% | $3,919-59.8% | $2,471-36.3% |
| Participant deferral / active EE | $4,093 | $3,733+9.6% | $5,048-18.9% | $3,740+9.4% |
| Admin fee / account holder | $1,883 | $6,321-70.2% | $8,927-78.9% | $5,306-64.5% |