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 | $51,741 | $99,020-47.7% | $86,590-40.2% | $147,584-64.9% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 10.45% | 1312.34%-1301.9pp | 964.84%-954.4pp | 578.55%-568.1pp |
| Employer contribution / active EE | $4,878 | $3,132+55.8% | $2,839+71.8% | $4,8760% |
| Participant deferral / active EE | $1,383 | $3,972-65.2% | $3,609-61.7% | $5,439-74.6% |
| Admin fee / account holder | $13,130 | $5,710+129.9% | $4,906+167.6% | $10,885+20.6% |