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 | $61,951 | $73,933-16.2% | $96,683-35.9% | $75,163-17.6% |
| Participation rate | 80.4% | 66.4%+14.0pp | 74.3%+6.1pp | 67.2%+13.2pp |
| Annual return | 16.04% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,296 | $2,928-21.6% | $3,737-38.6% | $2,670-14.0% |
| Participant deferral / active EE | $3,686 | $3,659+0.7% | $4,878-24.4% | $4,125-10.7% |
| Admin fee / account holder | $2,317 | $5,216-55.6% | $6,730-65.6% | $5,651-59.0% |