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 | $36,952 | $232,540-84.1% | $185,117-80.0% | $147,584-75.0% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 20.01% | 43.03%-23.0pp | 40.50%-20.5pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,248 | $5,195-76.0% | $4,182-70.1% | $4,876-74.4% |
| Participant deferral / active EE | $10,681 | $5,834+83.1% | $5,045+111.7% | $5,439+96.4% |
| Admin fee / account holder | $733 | $10,275-92.9% | $8,159-91.0% | $10,885-93.3% |