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 | $25,150 | $107,334-76.6% | $92,893-72.9% | $152,861-83.5% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 24.50% | 145.58%-121.1pp | 109.41%-84.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,548 | $4,221-63.3% | $3,653-57.6% | $4,762-67.5% |
| Participant deferral / active EE | $3,368 | $4,845-30.5% | $4,236-20.5% | $5,850-42.4% |
| Admin fee / account holder | $375 | $7,079-94.7% | $5,794-93.5% | $11,596-96.8% |