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 | $43,866 | $124,319-64.7% | $111,297-60.6% | $167,490-73.8% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 16.33% | 37.44%-21.1pp | 54.65%-38.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,127 | $3,435-67.2% | $2,731-58.7% | $4,837-76.7% |
| Participant deferral / active EE | $2,254 | $5,180-56.5% | $4,487-49.8% | $6,341-64.5% |
| Admin fee / account holder | $20,712 | $10,618+95.1% | $7,964+160.1% | $12,309+68.3% |