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 | $45,625 | $114,047-60.0% | $96,139-52.5% | $167,490-72.8% |
| Participation rate | 76.5% | 75.1%+1.4pp | 68.4%+8.0pp | 82.1%-5.6pp |
| Annual return | 15.01% | 189.88%-174.9pp | 191.94%-176.9pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,781 | $3,427-18.8% | $2,797-0.6% | $4,837-42.5% |
| Participant deferral / active EE | $3,619 | $5,194-30.3% | $4,349-16.8% | $6,341-42.9% |
| Admin fee / account holder | $566 | $6,897-91.8% | $5,537-89.8% | $12,309-95.4% |