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 | $29,695 | $148,534-80.0% | $135,903-78.1% | $139,434-78.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.69% | 79.19%-59.5pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,093 | $5,243-79.1% | $4,856-77.5% | $4,751-77.0% |
| Participant deferral / active EE | $5,514 | $8,100-31.9% | $7,758-28.9% | $6,710-17.8% |
| Admin fee / account holder | $412 | $12,400-96.7% | $10,762-96.2% | $11,403-96.4% |