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 | $33,410 | $198,466-83.2% | $170,442-80.4% | $147,584-77.4% |
| Participation rate | 76.2% | 88.0%-11.8pp | 83.6%-7.4pp | 82.8%-6.6pp |
| Annual return | 19.81% | 257.29%-237.5pp | 205.93%-186.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,392 | $6,184-77.5% | $5,433-74.4% | $4,876-71.5% |
| Participant deferral / active EE | $4,390 | $5,629-22.0% | $4,939-11.1% | $5,439-19.3% |
| Admin fee / account holder | $1,532 | $16,852-90.9% | $13,880-89.0% | $10,885-85.9% |