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 | $47,871 | $109,327-56.2% | $89,391-46.4% | $158,922-69.9% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 7.44% | 345.68%-338.2pp | 245.62%-238.2pp | 302.83%-295.4pp |
| Employer contribution / active EE | $4,506 | $3,170+42.1% | $2,586+74.3% | $4,761-5.4% |
| Participant deferral / active EE | $4,926 | $4,598+7.1% | $3,890+26.6% | $5,982-17.7% |
| Admin fee / account holder | $24,114 | $6,153+291.9% | $4,881+394.0% | $11,246+114.4% |