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 | $37,015 | $96,635-61.7% | $86,612-57.3% | $139,434-73.5% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 15.26% | 106.41%-91.2pp | 591.07%-575.8pp | 372.94%-357.7pp |
| Employer contribution / active EE | $508 | $3,263-84.4% | $3,022-83.2% | $4,751-89.3% |
| Participant deferral / active EE | $3,748 | $4,836-22.5% | $4,438-15.5% | $6,710-44.1% |
| Admin fee / account holder | $18,530 | $6,408+189.2% | $5,614+230.1% | $11,403+62.5% |