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 | $47,697 | $86,286-44.7% | $111,297-57.1% | $85,850-44.4% |
| Participation rate | 93.3% | 73.3%+20.0pp | 77.3%+16.0pp | 69.3%+24.0pp |
| Annual return | 24.04% | 19.99%+4.1pp | 54.65%-30.6pp | 318.53%-294.5pp |
| Employer contribution / active EE | $5,225 | $2,043+155.7% | $2,731+91.3% | $2,565+103.7% |
| Participant deferral / active EE | $8,462 | $3,641+132.4% | $4,487+88.6% | $3,952+114.1% |
| Admin fee / account holder | $3,067 | $8,188-62.5% | $7,964-61.5% | $6,260-51.0% |