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 | $49,069 | $159,602-69.3% | $150,045-67.3% | $142,382-65.5% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 16.96% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,775 | $4,961-44.1% | $4,693-40.9% | $4,299-35.4% |
| Participant deferral / active EE | $4,267 | $8,310-48.7% | $7,997-46.6% | $6,507-34.4% |
| Admin fee / account holder | $2,659 | $14,846-82.1% | $13,435-80.2% | $12,624-78.9% |