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 | $52,010 | $112,881-53.9% | $90,951-42.8% | $158,922-67.3% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 14.58% | 215.79%-201.2pp | 134.60%-120.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,737 | $2,893-5.4% | $2,122+29.0% | $4,761-42.5% |
| Participant deferral / active EE | $3,983 | $4,128-3.5% | $3,373+18.1% | $5,982-33.4% |
| Admin fee / account holder | $25,382 | $8,041+215.7% | $5,959+326.0% | $11,246+125.7% |