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 | $24,496 | $135,952-82.0% | $123,892-80.2% | $273,961-91.1% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 10.21% | 56.63%-46.4pp | 47.52%-37.3pp | 41.45%-31.2pp |
| Employer contribution / active EE | $7,594 | $5,170+46.9% | $4,617+64.5% | $4,869+56.0% |
| Participant deferral / active EE | $7,595 | $6,343+19.7% | $5,984+26.9% | $5,287+43.7% |
| Admin fee / account holder | $2,117 | $9,817-78.4% | $8,357-74.7% | $10,132-79.1% |