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 | $44,997 | $118,680-62.1% | $98,907-54.5% | $158,922-71.7% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 14.41% | 372.35%-357.9pp | 196.43%-182.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,579 | $3,333-52.6% | $2,689-41.3% | $4,761-66.8% |
| Participant deferral / active EE | $3,961 | $5,088-22.1% | $4,244-6.7% | $5,982-33.8% |
| Admin fee / account holder | $1,114 | $10,131-89.0% | $6,642-83.2% | $11,246-90.1% |