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 | $39,687 | $101,069-60.7% | $81,478-51.3% | $147,584-73.1% |
| Participation rate | 71.4% | 74.5%-3.0pp | 68.0%+3.5pp | 82.8%-11.4pp |
| Annual return | 18.89% | 32.40%-13.5pp | 38.78%-19.9pp | 578.55%-559.7pp |
| Employer contribution / active EE | $7,687 | $3,205+139.8% | $2,568+199.4% | $4,876+57.6% |
| Participant deferral / active EE | $2,897 | $4,242-31.7% | $3,537-18.1% | $5,439-46.7% |
| Admin fee / account holder | $4,246 | $5,812-26.9% | $4,561-6.9% | $10,885-61.0% |