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 | $39,947 | $96,484-58.6% | $75,886-47.4% | $152,861-73.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 16.83% | 33.98%-17.2pp | 30.76%-13.9pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,092 | $3,309-36.8% | $2,500-16.3% | $4,762-56.1% |
| Participant deferral / active EE | $3,002 | $4,553-34.1% | $3,603-16.7% | $5,850-48.7% |
| Admin fee / account holder | $350 | $8,078-95.7% | $5,418-93.5% | $11,596-97.0% |