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 | $47,989 | $198,466-75.8% | $170,442-71.8% | $147,584-67.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 22.24% | 257.29%-235.1pp | 205.93%-183.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,457 | $6,184-76.4% | $5,433-73.2% | $4,876-70.1% |
| Participant deferral / active EE | $4,636 | $5,629-17.7% | $4,939-6.1% | $5,439-14.8% |
| Admin fee / account holder | $373 | $16,852-97.8% | $13,880-97.3% | $10,885-96.6% |