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 | $39,012 | $96,635-59.6% | $86,612-55.0% | $139,434-72.0% |
| Participation rate | 84.2% | 74.4%+9.8pp | 71.7%+12.5pp | 80.3%+3.9pp |
| Annual return | 15.90% | 106.41%-90.5pp | 591.07%-575.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $503 | $3,263-84.6% | $3,022-83.4% | $4,751-89.4% |
| Participant deferral / active EE | $4,307 | $4,836-10.9% | $4,438-2.9% | $6,710-35.8% |
| Admin fee / account holder | $315 | $6,408-95.1% | $5,614-94.4% | $11,403-97.2% |