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 | $48,364 | $226,064-78.6% | $182,532-73.5% | $152,861-68.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 25.50% | 192.51%-167.0pp | 148.54%-123.0pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,939 | $4,978-20.9% | $4,076-3.4% | $4,762-17.3% |
| Participant deferral / active EE | $7,915 | $6,368+24.3% | $5,524+43.3% | $5,850+35.3% |
| Admin fee / account holder | $8,380 | $10,703-21.7% | $8,592-2.5% | $11,596-27.7% |