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 | $41,091 | $96,965-57.6% | $97,995-58.1% | $147,584-72.2% |
| Participation rate | 75.0% | 83.6%-8.6pp | 82.4%-7.4pp | 82.8%-7.8pp |
| Annual return | 18.68% | 24.11%-5.4pp | 23.94%-5.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,420 | $5,081-13.0% | $5,097-13.3% | $5,439-18.7% |
| Admin fee / account holder | $2,076 | $8,120-74.4% | $5,943-65.1% | $10,885-80.9% |