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 | $30,095 | $159,602-81.1% | $150,045-79.9% | $142,382-78.9% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.3%-6.1pp | 80.1%-3.9pp |
| Annual return | 16.50% | 70.24%-53.7pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,935 | $4,961-61.0% | $4,693-58.8% | $4,299-55.0% |
| Participant deferral / active EE | $5,362 | $8,310-35.5% | $7,997-33.0% | $6,507-17.6% |
| Admin fee / account holder | $3,137 | $14,846-78.9% | $13,435-76.6% | $12,624-75.1% |