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 | $47,930 | $98,240-51.2% | $82,313-41.8% | $147,584-67.5% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 16.44% | 30.85%-14.4pp | 25.88%-9.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,932 | $3,192-39.5% | $2,428-20.5% | $4,876-60.4% |
| Participant deferral / active EE | $2,509 | $4,383-42.8% | $3,706-32.3% | $5,439-53.9% |
| Admin fee / account holder | $1,085 | $8,563-87.3% | $5,608-80.7% | $10,885-90.0% |