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 | $44,200 | $176,056-74.9% | $159,436-72.3% | $167,490-73.6% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 51.94% | 331.75%-279.8pp | 263.57%-211.6pp | 478.56%-426.6pp |
| Employer contribution / active EE | $5,785 | $5,297+9.2% | $4,829+19.8% | $4,837+19.6% |
| Participant deferral / active EE | $12,560 | $7,750+62.1% | $7,352+70.8% | $6,341+98.1% |
| Admin fee / account holder | $1,442 | $12,554-88.5% | $10,799-86.7% | $12,309-88.3% |