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 | $55,327 | $99,020-44.1% | $86,590-36.1% | $147,584-62.5% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 11.60% | 1312.34%-1300.7pp | 964.84%-953.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $3,758 | $3,132+20.0% | $2,839+32.4% | $4,876-22.9% |
| Participant deferral / active EE | $4,918 | $3,972+23.8% | $3,609+36.3% | $5,439-9.6% |
| Admin fee / account holder | $37,405 | $5,710+555.0% | $4,906+662.5% | $10,885+243.6% |