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 | $54,004 | $175,202-69.2% | $149,673-63.9% | $139,434-61.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 13.54% | 166.71%-153.2pp | 134.42%-120.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,776 | $5,474-49.3% | $4,818-42.4% | $4,751-41.6% |
| Participant deferral / active EE | $3,465 | $6,519-46.8% | $5,680-39.0% | $6,710-48.4% |
| Admin fee / account holder | $411 | $16,150-97.5% | $13,210-96.9% | $11,403-96.4% |