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 | $50,918 | $99,652-48.9% | $78,778-35.4% | $147,584-65.5% |
| Participation rate | 88.2% | 76.2%+12.0pp | 69.2%+19.0pp | 82.8%+5.4pp |
| Annual return | 12.66% | 47.28%-34.6pp | 35.62%-23.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,100 | $2,796-60.7% | $1,986-44.6% | $4,876-77.4% |
| Participant deferral / active EE | $913 | $3,664-75.1% | $2,958-69.1% | $5,439-83.2% |
| Admin fee / account holder | $9,769 | $7,155+36.5% | $5,134+90.3% | $10,885-10.3% |