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 | $45,147 | $183,519-75.4% | $155,509-71.0% | $145,922-69.1% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 14.22% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,747 | $5,313-67.1% | $4,672-62.6% | $4,660-62.5% |
| Participant deferral / active EE | $4,542 | $6,462-29.7% | $5,626-19.3% | $6,688-32.1% |
| Admin fee / account holder | $871 | $19,313-95.5% | $15,912-94.5% | $13,397-93.5% |