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 | $36,859 | $89,355-58.8% | $141,162-73.9% | $72,985-49.5% |
| Participation rate | 95.7% | 75.1%+20.5pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 32.55% | 111.85%-79.3pp | 71.39%-38.8pp | 81.00%-48.5pp |
| Employer contribution / active EE | $1,792 | $3,114-42.5% | $4,735-62.2% | $2,440-26.6% |
| Participant deferral / active EE | $3,257 | $5,418-39.9% | $6,709-51.5% | $3,607-9.7% |
| Admin fee / account holder | $17,884 | $5,958+200.2% | $10,261+74.3% | $5,124+249.0% |