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 | $41,731 | $102,966-59.5% | $90,281-53.8% | $152,861-72.7% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 21.14% | 95.16%-74.0pp | 78.10%-57.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,315 | $3,139-58.1% | $2,854-53.9% | $4,762-72.4% |
| Participant deferral / active EE | $2,355 | $4,281-45.0% | $3,885-39.4% | $5,850-59.7% |
| Admin fee / account holder | $15,768 | $6,171+155.5% | $5,351+194.7% | $11,596+36.0% |