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 | $33,853 | $214,378-84.2% | $200,582-83.1% | $142,382-76.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 12.22% | 46.41%-34.2pp | 42.33%-30.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,152 | $6,841-53.9% | $6,419-50.9% | $4,299-26.7% |
| Participant deferral / active EE | $5,094 | $9,865-48.4% | $9,331-45.4% | $6,507-21.7% |
| Admin fee / account holder | $333 | $17,692-98.1% | $16,305-98.0% | $12,624-97.4% |