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 | $45,070 | $157,256-71.3% | $141,162-68.1% | $152,861-70.5% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 21.51% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,685 | $5,261-49.0% | $4,735-43.3% | $4,762-43.6% |
| Participant deferral / active EE | $6,423 | $7,109-9.7% | $6,709-4.3% | $5,850+9.8% |
| Admin fee / account holder | $1,569 | $12,120-87.1% | $10,261-84.7% | $11,596-86.5% |