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 | $35,951 | $115,770-68.9% | $101,248-64.5% | $158,922-77.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 19.08% | 56.14%-37.1pp | 46.47%-27.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,725 | $4,175-34.7% | $3,660-25.6% | $4,761-42.8% |
| Participant deferral / active EE | $3,871 | $4,957-21.9% | $4,370-11.4% | $5,982-35.3% |
| Admin fee / account holder | $1,405 | $7,245-80.6% | $5,945-76.4% | $11,246-87.5% |