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 | $40,245 | $111,754-64.0% | $103,333-61.1% | $145,922-72.4% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 28.04% | 24.77%+3.3pp | 24.88%+3.2pp | 561.29%-533.2pp |
| Employer contribution / active EE | $1,933 | $4,212-54.1% | $3,868-50.0% | $4,660-58.5% |
| Participant deferral / active EE | $4,032 | $5,619-28.2% | $5,057-20.3% | $6,688-39.7% |
| Admin fee / account holder | $5,128 | $9,750-47.4% | $8,355-38.6% | $13,397-61.7% |