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 | $43,573 | $91,190-52.2% | $178,490-75.6% | $79,858-45.4% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 10.33% | 24.19%-13.9pp | 151.07%-140.7pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,656 | $3,256-49.1% | $5,011-67.0% | $2,471-33.0% |
| Participant deferral / active EE | $2,505 | $3,236-22.6% | $5,202-51.8% | $3,740-33.0% |
| Admin fee / account holder | $11,471 | $6,751+69.9% | $13,984-18.0% | $5,306+116.2% |