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 | $42,544 | $99,020-57.0% | $86,590-50.9% | $147,584-71.2% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 13.06% | 1312.34%-1299.3pp | 964.84%-951.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,247 | $3,132-28.3% | $2,839-20.9% | $4,876-53.9% |
| Participant deferral / active EE | $2,296 | $3,972-42.2% | $3,609-36.4% | $5,439-57.8% |
| Admin fee / account holder | $477 | $5,710-91.6% | $4,906-90.3% | $10,885-95.6% |