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 | $32,825 | $152,587-78.5% | $125,175-73.8% | $152,861-78.5% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 19.39% | 54.84%-35.4pp | 43.79%-24.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,496 | $4,946-69.8% | $3,865-61.3% | $4,762-68.6% |
| Participant deferral / active EE | $4,745 | $5,868-19.1% | $4,937-3.9% | $5,850-18.9% |
| Admin fee / account holder | $16,111 | $13,434+19.9% | $9,702+66.1% | $11,596+38.9% |