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 | $38,594 | $115,770-66.7% | $101,248-61.9% | $158,922-75.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 20.21% | 56.14%-35.9pp | 46.47%-26.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $3,128 | $4,175-25.1% | $3,660-14.5% | $4,761-34.3% |
| Participant deferral / active EE | $9,180 | $4,957+85.2% | $4,370+110.1% | $5,982+53.5% |
| Admin fee / account holder | $704 | $7,245-90.3% | $5,945-88.2% | $11,246-93.7% |