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 | $48,737 | $112,096-56.5% | $95,952-49.2% | $158,922-69.3% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 14.43% | 171.09%-156.7pp | 91.61%-77.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,244 | $3,198-61.1% | $2,541-51.0% | $4,761-73.9% |
| Participant deferral / active EE | $5,144 | $4,784+7.5% | $4,167+23.4% | $5,982-14.0% |
| Admin fee / account holder | $1,625 | $10,130-84.0% | $6,795-76.1% | $11,246-85.5% |