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 | $48,708 | $107,334-54.6% | $92,893-47.6% | $152,861-68.1% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.4%+11.7pp |
| Annual return | 15.60% | 145.58%-130.0pp | 109.41%-93.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $4,251 | $4,221+0.7% | $3,653+16.4% | $4,762-10.7% |
| Participant deferral / active EE | $7,554 | $4,845+55.9% | $4,236+78.3% | $5,850+29.1% |
| Admin fee / account holder | $4,606 | $7,079-34.9% | $5,794-20.5% | $11,596-60.3% |