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 | $48,467 | $93,571-48.2% | $135,903-64.3% | $75,163-35.5% |
| Participation rate | 97.3% | 75.2%+22.2pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 18.39% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $4,980 | $3,537+40.8% | $4,856+2.5% | $2,670+86.5% |
| Participant deferral / active EE | $9,839 | $6,404+53.6% | $7,758+26.8% | $4,125+138.5% |
| Admin fee / account holder | $12,115 | $6,975+73.7% | $10,762+12.6% | $5,651+114.4% |