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 | $39,003 | $118,680-67.1% | $98,907-60.6% | $158,922-75.5% |
| Participation rate | 78.6% | 77.8%+0.7pp | 76.0%+2.5pp | 82.0%-3.4pp |
| Annual return | 8.59% | 372.35%-363.8pp | 196.43%-187.8pp | 302.83%-294.2pp |
| Employer contribution / active EE | $563 | $3,333-83.1% | $2,689-79.1% | $4,761-88.2% |
| Participant deferral / active EE | $3,937 | $5,088-22.6% | $4,244-7.2% | $5,982-34.2% |
| Admin fee / account holder | $6,260 | $10,131-38.2% | $6,642-5.7% | $11,246-44.3% |