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 | $45,703 | $149,679-69.5% | $117,039-61.0% | $147,584-69.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.63% | 19.31%-2.7pp | 18.95%-2.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,637 | $4,937-66.8% | $3,785-56.8% | $4,876-66.4% |
| Participant deferral / active EE | $1,680 | $4,912-65.8% | $3,929-57.3% | $5,439-69.1% |
| Admin fee / account holder | $2,302 | $7,856-70.7% | $5,974-61.5% | $10,885-78.9% |