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 | $41,571 | $228,332-81.8% | $185,823-77.6% | $158,922-73.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 34.26% | 40.80%-6.5pp | 35.95%-1.7pp | 302.83%-268.6pp |
| Employer contribution / active EE | $1,758 | $4,967-64.6% | $4,087-57.0% | $4,761-63.1% |
| Participant deferral / active EE | $3,565 | $6,415-44.4% | $5,632-36.7% | $5,982-40.4% |
| Admin fee / account holder | $1,471 | $11,864-87.6% | $9,500-84.5% | $11,246-86.9% |