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 | $57,934 | $97,757-40.7% | $83,848-30.9% | $135,375-57.2% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | 4.20% | 1287.37%-1283.2pp | 850.88%-846.7pp | 519.73%-515.5pp |
| Employer contribution / active EE | $1,721 | $4,222-59.2% | $3,631-52.6% | $4,779-64.0% |
| Participant deferral / active EE | $3,081 | $4,682-34.2% | $4,082-24.5% | $5,609-45.1% |
| Admin fee / account holder | $902 | $6,674-86.5% | $5,478-83.5% | $10,827-91.7% |