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 | $38,943 | $140,588-72.3% | $123,104-68.4% | $125,391-68.9% |
| Participation rate | 94.4% | 88.2%+6.2pp | 86.8%+7.7pp | 83.2%+11.3pp |
| Annual return | 3.53% | 16.80%-13.3pp | 13.22%-9.7pp | 282.22%-278.7pp |
| Employer contribution / active EE | $1,641 | $6,041-72.8% | $5,151-68.1% | $4,866-66.3% |
| Participant deferral / active EE | $9,176 | $6,980+31.5% | $6,230+47.3% | $5,352+71.5% |
| Admin fee / account holder | $2,006 | $11,198-82.1% | $9,015-77.8% | $9,540-79.0% |