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 | $44,154 | $183,519-75.9% | $155,509-71.6% | $145,922-69.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 9.98% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,848 | $5,313-65.2% | $4,672-60.5% | $4,660-60.4% |
| Participant deferral / active EE | $3,445 | $6,462-46.7% | $5,626-38.8% | $6,688-48.5% |
| Admin fee / account holder | $1,499 | $19,313-92.2% | $15,912-90.6% | $13,397-88.8% |