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 | $47,154 | $232,540-79.7% | $185,117-74.5% | $147,584-68.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.74% | 43.03%-24.3pp | 40.50%-21.8pp | 578.55%-559.8pp |
| Employer contribution / active EE | $745 | $5,195-85.7% | $4,182-82.2% | $4,876-84.7% |
| Participant deferral / active EE | $1,580 | $5,834-72.9% | $5,045-68.7% | $5,439-70.9% |
| Admin fee / account holder | $2,797 | $10,275-72.8% | $8,159-65.7% | $10,885-74.3% |