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 | $42,325 | $121,625-65.2% | $104,607-59.5% | $158,922-73.4% |
| Participation rate | 91.3% | 77.5%+13.8pp | 74.1%+17.2pp | 82.0%+9.3pp |
| Annual return | 10.65% | 465.26%-454.6pp | 340.46%-329.8pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,837 | $3,163-41.9% | $2,681-31.5% | $4,761-61.4% |
| Participant deferral / active EE | $4,517 | $4,177+8.1% | $3,740+20.8% | $5,982-24.5% |
| Admin fee / account holder | $7,561 | $7,787-2.9% | $6,473+16.8% | $11,246-32.8% |