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 | $37,031 | $179,726-79.4% | $156,263-76.3% | $142,382-74.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 16.81% | 77.86%-61.0pp | 59.47%-42.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,497 | $5,069-50.7% | $4,333-42.4% | $4,299-41.9% |
| Participant deferral / active EE | $4,709 | $6,956-32.3% | $6,158-23.5% | $6,507-27.6% |
| Admin fee / account holder | $1,000 | $17,272-94.2% | $14,255-93.0% | $12,624-92.1% |