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 | $39,223 | $169,032-76.8% | $129,207-69.6% | $145,922-73.1% |
| Participation rate | 90.5% | 76.4%+14.0pp | 69.6%+20.9pp | 80.3%+10.2pp |
| Annual return | 13.01% | 14330.11%-14317.1pp | 9417.33%-9404.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,392 | $5,537-56.8% | $4,153-42.4% | $4,660-48.7% |
| Participant deferral / active EE | $3,308 | $4,987-33.7% | $4,168-20.6% | $6,688-50.5% |
| Admin fee / account holder | $2,081 | $9,954-79.1% | $7,715-73.0% | $13,397-84.5% |