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 | $36,897 | $227,553-83.8% | $189,557-80.5% | $167,490-78.0% |
| Participation rate | 94.7% | 82.5%+12.2pp | 78.4%+16.3pp | 82.1%+12.6pp |
| Annual return | 16.55% | 78.40%-61.9pp | 64.17%-47.6pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,072 | $5,316-42.2% | $4,412-30.4% | $4,837-36.5% |
| Participant deferral / active EE | $4,000 | $7,002-42.9% | $6,174-35.2% | $6,341-36.9% |
| Admin fee / account holder | $526 | $11,878-95.6% | $9,807-94.6% | $12,309-95.7% |