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 | $66,784 | $198,466-66.3% | $170,442-60.8% | $147,584-54.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.01% | 257.29%-238.3pp | 205.93%-186.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,900 | $6,184-69.3% | $5,433-65.0% | $4,876-61.0% |
| Participant deferral / active EE | $4,717 | $5,629-16.2% | $4,939-4.5% | $5,439-13.3% |
| Admin fee / account holder | $711 | $16,852-95.8% | $13,880-94.9% | $10,885-93.5% |