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 | $46,950 | $227,553-79.4% | $189,557-75.2% | $167,490-72.0% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 14.12% | 78.40%-64.3pp | 64.17%-50.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $6,656 | $5,316+25.2% | $4,412+50.8% | $4,837+37.6% |
| Participant deferral / active EE | $2,217 | $7,002-68.3% | $6,174-64.1% | $6,341-65.0% |
| Admin fee / account holder | $325 | $11,878-97.3% | $9,807-96.7% | $12,309-97.4% |