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 | $49,851 | $158,398-68.5% | $126,539-60.6% | $142,382-65.0% |
| Participation rate | 76.9% | 75.8%+1.1pp | 69.8%+7.1pp | 80.1%-3.2pp |
| Annual return | 13.36% | 593.76%-580.4pp | 425.95%-412.6pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,516 | $4,650-45.9% | $3,674-31.5% | $4,299-41.5% |
| Participant deferral / active EE | $4,642 | $4,767-2.6% | $4,083+13.7% | $6,507-28.7% |
| Admin fee / account holder | $2,186 | $6,918-68.4% | $6,065-64.0% | $12,624-82.7% |