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 | $43,197 | $197,591-78.1% | $177,821-75.7% | $158,922-72.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 21.62% | 58.76%-37.1pp | 48.32%-26.7pp | 302.83%-281.2pp |
| Employer contribution / active EE | $2,736 | $6,697-59.2% | $5,918-53.8% | $4,761-42.5% |
| Participant deferral / active EE | $7,659 | $8,405-8.9% | $7,714-0.7% | $5,982+28.0% |
| Admin fee / account holder | $2,690 | $15,399-82.5% | $12,427-78.4% | $11,246-76.1% |