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 | $45,043 | $210,648-78.6% | $177,989-74.7% | $145,922-69.1% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 10.69% | 385.86%-375.2pp | 294.48%-283.8pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,106 | $4,565-75.8% | $3,949-72.0% | $4,660-76.3% |
| Participant deferral / active EE | $1,336 | $6,958-80.8% | $6,276-78.7% | $6,688-80.0% |
| Admin fee / account holder | $826 | $12,013-93.1% | $10,363-92.0% | $13,397-93.8% |