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 | $40,981 | $115,882-64.6% | $100,516-59.2% | $158,922-74.2% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.5pp | 82.0%+10.9pp |
| Annual return | 9.32% | 34.79%-25.5pp | 30.89%-21.6pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,873 | $4,103-54.4% | $3,418-45.2% | $4,761-60.7% |
| Participant deferral / active EE | $2,221 | $6,674-66.7% | $6,270-64.6% | $5,982-62.9% |
| Admin fee / account holder | $4,840 | $10,995-56.0% | $8,081-40.1% | $11,246-57.0% |