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 | $42,009 | $85,790-51.0% | $67,313-37.6% | $135,375-69.0% |
| Participation rate | 70.6% | 76.5%-5.9pp | 69.1%+1.5pp | 82.6%-12.1pp |
| Annual return | 13.49% | -0.54%+14.0pp | -4.08%+17.6pp | 519.73%-506.2pp |
| Employer contribution / active EE | $4,789 | $3,487+37.3% | $2,566+86.7% | $4,779+0.2% |
| Participant deferral / active EE | $3,690 | $4,651-20.7% | $3,568+3.4% | $5,609-34.2% |
| Admin fee / account holder | $680 | $6,392-89.4% | $4,507-84.9% | $10,827-93.7% |