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 8-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 | $45,604 | $210,648-78.4% | $177,989-74.4% | $145,922-68.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.75% | 385.86%-362.1pp | 294.48%-270.7pp | 561.29%-537.5pp |
| Employer contribution / active EE | $1,749 | $4,565-61.7% | $3,949-55.7% | $4,660-62.5% |
| Participant deferral / active EE | $2,947 | $6,958-57.7% | $6,276-53.1% | $6,688-55.9% |
| Admin fee / account holder | $5,549 | $12,013-53.8% | $10,363-46.5% | $13,397-58.6% |