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 | $57,705 | $159,901-63.9% | $146,958-60.7% | $145,922-60.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.44% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $4,407 | $5,286-16.6% | $4,933-10.7% | $4,660-5.4% |
| Participant deferral / active EE | $11,217 | $8,428+33.1% | $8,070+39.0% | $6,688+67.7% |
| Admin fee / account holder | $576 | $15,044-96.2% | $12,998-95.6% | $13,397-95.7% |