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 | $30,839 | $176,812-82.6% | $146,665-79.0% | $167,490-81.6% |
| Participation rate | 95.8% | 83.6%+12.2pp | 80.1%+15.8pp | 82.1%+13.7pp |
| Annual return | 34.29% | 24.03%+10.3pp | 22.74%+11.5pp | 478.56%-444.3pp |
| Employer contribution / active EE | $1,071 | $5,160-79.2% | $4,136-74.1% | $4,837-77.9% |
| Participant deferral / active EE | $4,256 | $6,440-33.9% | $5,506-22.7% | $6,341-32.9% |
| Admin fee / account holder | $7,613 | $13,259-42.6% | $10,280-25.9% | $12,309-38.2% |