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 | $50,744 | $162,781-68.8% | $133,956-62.1% | $158,922-68.1% |
| Participation rate | 95.7% | 83.2%+12.4pp | 79.8%+15.8pp | 82.0%+13.7pp |
| Annual return | 26.04% | 41.94%-15.9pp | 45.09%-19.1pp | 302.83%-276.8pp |
| Employer contribution / active EE | $3,139 | $4,975-36.9% | $3,919-19.9% | $4,761-34.1% |
| Participant deferral / active EE | $4,786 | $5,911-19.0% | $5,048-5.2% | $5,982-20.0% |
| Admin fee / account holder | $370 | $11,736-96.8% | $8,927-95.9% | $11,246-96.7% |