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 | $46,267 | $117,381-60.6% | $99,443-53.5% | $152,861-69.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 28.48% | 31.87%-3.4pp | 30.72%-2.2pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,105 | $3,013-63.3% | $2,540-56.5% | $4,762-76.8% |
| Participant deferral / active EE | $4,813 | $4,086+17.8% | $3,619+33.0% | $5,850-17.7% |
| Admin fee / account holder | $1,627 | $7,631-78.7% | $6,250-74.0% | $11,596-86.0% |