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 | $35,930 | $176,056-79.6% | $159,436-77.5% | $167,490-78.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.21% | 331.75%-318.5pp | 263.57%-250.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,495 | $5,297-52.9% | $4,829-48.3% | $4,837-48.4% |
| Participant deferral / active EE | $6,232 | $7,750-19.6% | $7,352-15.2% | $6,341-1.7% |
| Admin fee / account holder | $3,886 | $12,554-69.0% | $10,799-64.0% | $12,309-68.4% |