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 | $24,860 | $165,335-85.0% | $149,696-83.4% | $158,922-84.4% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 20.33% | 348.15%-327.8pp | 276.60%-256.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,933 | $5,103-42.5% | $4,644-36.9% | $4,761-38.4% |
| Participant deferral / active EE | $4,700 | $7,181-34.6% | $6,842-31.3% | $5,982-21.4% |
| Admin fee / account holder | $3,069 | $10,807-71.6% | $9,309-67.0% | $11,246-72.7% |