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 | $51,264 | $107,334-52.2% | $92,893-44.8% | $152,861-66.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 16.67% | 145.58%-128.9pp | 109.41%-92.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,180 | $4,221-72.1% | $3,653-67.7% | $4,762-75.2% |
| Participant deferral / active EE | $2,152 | $4,845-55.6% | $4,236-49.2% | $5,850-63.2% |
| Admin fee / account holder | $35,032 | $7,079+394.8% | $5,794+504.6% | $11,596+202.1% |