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 | $48,200 | $112,881-57.3% | $90,951-47.0% | $158,922-69.7% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 10.35% | 215.79%-205.4pp | 134.60%-124.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $545 | $2,893-81.2% | $2,122-74.3% | $4,761-88.6% |
| Participant deferral / active EE | $4,584 | $4,128+11.1% | $3,373+35.9% | $5,982-23.4% |
| Admin fee / account holder | $6,515 | $8,041-19.0% | $5,959+9.3% | $11,246-42.1% |