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 | $54,628 | $144,119-62.1% | $117,854-53.6% | $147,584-63.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 26.26% | 531.15%-504.9pp | 335.08%-308.8pp | 578.55%-552.3pp |
| Employer contribution / active EE | $2,669 | $4,896-45.5% | $3,786-29.5% | $4,876-45.3% |
| Participant deferral / active EE | $9,044 | $5,316+70.1% | $4,482+101.8% | $5,439+66.3% |
| Admin fee / account holder | $868 | $10,886-92.0% | $8,020-89.2% | $10,885-92.0% |