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 | $46,187 | $100,901-54.2% | $75,670-39.0% | $147,584-68.7% |
| Participation rate | 91.7% | 77.1%+14.5pp | 72.3%+19.3pp | 82.8%+8.8pp |
| Annual return | 10.91% | 35.78%-24.9pp | 27.34%-16.4pp | 578.55%-567.6pp |
| Employer contribution / active EE | $2,092 | $3,253-35.7% | $2,352-11.0% | $4,876-57.1% |
| Participant deferral / active EE | $5,070 | $4,027+25.9% | $3,142+61.3% | $5,439-6.8% |
| Admin fee / account holder | $679 | $11,285-94.0% | $5,800-88.3% | $10,885-93.8% |