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 9-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 | $45,320 | $152,587-70.3% | $125,175-63.8% | $152,861-70.4% |
| Participation rate | 81.0% | 83.3%-2.4pp | 79.8%+1.2pp | 82.4%-1.5pp |
| Annual return | 17.48% | 54.84%-37.4pp | 43.79%-26.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,083 | $4,946-57.9% | $3,865-46.1% | $4,762-56.3% |
| Participant deferral / active EE | $4,408 | $5,868-24.9% | $4,937-10.7% | $5,850-24.7% |
| Admin fee / account holder | $1,057 | $13,434-92.1% | $9,702-89.1% | $11,596-90.9% |