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 | $66,861 | $102,828-35.0% | $105,387-36.6% | $152,861-56.3% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.6%-3.6pp | 82.4%-3.5pp |
| Annual return | 23.61% | 20.85%+2.8pp | 26.82%-3.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $4,712 | $4,473+5.4% | $4,213+11.8% | $4,762-1.1% |
| Participant deferral / active EE | $11,322 | $5,465+107.2% | $5,502+105.8% | $5,850+93.5% |
| Admin fee / account holder | $8,435 | $8,683-2.9% | $6,559+28.6% | $11,596-27.3% |