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 | $39,938 | $150,187-73.4% | $120,354-66.8% | $145,922-72.6% |
| Participation rate | 79.2% | 78.8%+0.4pp | 71.9%+7.3pp | 80.3%-1.1pp |
| Annual return | 13.30% | 154.07%-140.8pp | 107.15%-93.8pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,703 | $4,348-60.8% | $3,463-50.8% | $4,660-63.4% |
| Participant deferral / active EE | $4,028 | $6,173-34.7% | $4,991-19.3% | $6,688-39.8% |
| Admin fee / account holder | $5,035 | $12,207-58.8% | $9,423-46.6% | $13,397-62.4% |