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 | $30,987 | $100,773-69.3% | $88,946-65.2% | $142,382-78.2% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 13.55% | 70.18%-56.6pp | 57.82%-44.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,000 | $5,230-23.5% | $4,581-12.7% | $6,507-38.5% |
| Admin fee / account holder | $3,586 | $9,693-63.0% | $8,261-56.6% | $12,624-71.6% |