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 | $40,773 | $69,207-41.1% | $64,056-36.3% | $139,434-70.8% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.3%+5.5pp | 80.3%-2.5pp |
| Annual return | 20.29% | 45.88%-25.6pp | 33.69%-13.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,826 | $3,182-11.2% | $2,747+2.9% | $4,751-40.5% |
| Participant deferral / active EE | $5,784 | $4,682+23.5% | $3,880+49.1% | $6,710-13.8% |
| Admin fee / account holder | $314 | $4,244-92.6% | $3,068-89.8% | $11,403-97.2% |