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 | $46,258 | $106,515-56.6% | $96,683-52.2% | $139,434-66.8% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 12.77% | 38.43%-25.7pp | 35.69%-22.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,825 | $4,103-31.2% | $3,737-24.4% | $4,751-40.5% |
| Participant deferral / active EE | $6,591 | $5,454+20.9% | $4,878+35.1% | $6,710-1.8% |
| Admin fee / account holder | $129,423 | $7,877+1543.1% | $6,730+1823.2% | $11,403+1035.0% |