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 | $39,003 | $157,256-75.2% | $141,162-72.4% | $152,861-74.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 24.28% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,786 | $5,261-47.0% | $4,735-41.2% | $4,762-41.5% |
| Participant deferral / active EE | $6,035 | $7,109-15.1% | $6,709-10.0% | $5,850+3.2% |
| Admin fee / account holder | $513 | $12,120-95.8% | $10,261-95.0% | $11,596-95.6% |