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 | $40,720 | $95,193-57.2% | $76,523-46.8% | $135,375-69.9% |
| Participation rate | 94.1% | 74.4%+19.7pp | 68.0%+26.1pp | 82.6%+11.5pp |
| Annual return | 29.48% | 4.85%+24.6pp | -0.27%+29.7pp | 519.73%-490.3pp |
| Employer contribution / active EE | $1,797 | $3,302-45.6% | $2,647-32.1% | $4,779-62.4% |
| Participant deferral / active EE | $3,684 | $4,639-20.6% | $3,835-3.9% | $5,609-34.3% |
| Admin fee / account holder | $59,298 | $6,249+849.0% | $4,848+1123.1% | $10,827+447.7% |