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 | $30,040 | $107,334-72.0% | $92,893-67.7% | $152,861-80.3% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.4%-6.3pp |
| Annual return | 20.18% | 145.58%-125.4pp | 109.41%-89.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,751 | $4,221-34.8% | $3,653-24.7% | $4,762-42.2% |
| Participant deferral / active EE | $2,056 | $4,845-57.6% | $4,236-51.5% | $5,850-64.8% |
| Admin fee / account holder | $363 | $7,079-94.9% | $5,794-93.7% | $11,596-96.9% |