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 | $43,113 | $127,386-66.2% | $115,037-62.5% | $125,391-65.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.93% | 31.28%-28.3pp | 26.14%-23.2pp | 282.22%-279.3pp |
| Employer contribution / active EE | $1,134 | $5,166-78.1% | $4,608-75.4% | $4,866-76.7% |
| Participant deferral / active EE | $4,508 | $6,423-29.8% | $6,026-25.2% | $5,352-15.8% |
| Admin fee / account holder | $4,727 | $9,516-50.3% | $8,175-42.2% | $9,540-50.5% |