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 | $38,250 | $226,064-83.1% | $182,532-79.0% | $152,861-75.0% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 14.85% | 192.51%-177.7pp | 148.54%-133.7pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,080 | $4,978-78.3% | $4,076-73.5% | $4,762-77.3% |
| Participant deferral / active EE | $2,801 | $6,368-56.0% | $5,524-49.3% | $5,850-52.1% |
| Admin fee / account holder | $6,473 | $10,703-39.5% | $8,592-24.7% | $11,596-44.2% |