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 | $29,848 | $107,334-72.2% | $92,893-67.9% | $152,861-80.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 19.49% | 145.58%-126.1pp | 109.41%-89.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,910 | $4,221-54.7% | $3,653-47.7% | $4,762-59.9% |
| Participant deferral / active EE | $4,218 | $4,845-12.9% | $4,236-0.4% | $5,850-27.9% |
| Admin fee / account holder | $2,405 | $7,079-66.0% | $5,794-58.5% | $11,596-79.3% |