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 | $48,335 | $94,625-48.9% | $116,228-58.4% | $84,808-43.0% |
| Participation rate | 97.4% | 70.4%+26.9pp | 74.6%+22.8pp | 68.3%+29.1pp |
| Annual return | 13.08% | 20.40%-7.3pp | 90.06%-77.0pp | 40.90%-27.8pp |
| Employer contribution / active EE | $5,760 | $2,347+145.5% | $2,994+92.4% | $2,631+118.9% |
| Participant deferral / active EE | $4,030 | $3,972+1.5% | $4,953-18.6% | $4,212-4.3% |
| Admin fee / account holder | $3,661 | $10,091-63.7% | $11,989-69.5% | $7,344-50.1% |