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 | $40,779 | $159,901-74.5% | $146,958-72.3% | $145,922-72.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.98% | 98.13%-83.1pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,050 | $5,286-61.2% | $4,933-58.4% | $4,660-56.0% |
| Participant deferral / active EE | $5,956 | $8,428-29.3% | $8,070-26.2% | $6,688-10.9% |
| Admin fee / account holder | $355 | $15,044-97.6% | $12,998-97.3% | $13,397-97.4% |