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 | $49,855 | $165,335-69.8% | $149,696-66.7% | $158,922-68.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 21.55% | 348.15%-326.6pp | 276.60%-255.0pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,893 | $5,103-62.9% | $4,644-59.2% | $4,761-60.2% |
| Participant deferral / active EE | $5,816 | $7,181-19.0% | $6,842-15.0% | $5,982-2.8% |
| Admin fee / account holder | $1,433 | $10,807-86.7% | $9,309-84.6% | $11,246-87.3% |