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 | $44,498 | $176,056-74.7% | $159,436-72.1% | $167,490-73.4% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 14.77% | 331.75%-317.0pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,341 | $5,297-55.8% | $4,829-51.5% | $4,837-51.6% |
| Participant deferral / active EE | $7,661 | $7,750-1.1% | $7,352+4.2% | $6,341+20.8% |
| Admin fee / account holder | $119,422 | $12,554+851.3% | $10,799+1005.9% | $12,309+870.2% |