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 | $55,162 | $118,450-53.4% | $98,439-44.0% | $139,434-60.4% |
| Participation rate | 91.7% | 77.4%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 19.59% | 18.94%+0.7pp | 21.16%-1.6pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,115 | $3,609-41.4% | $3,048-30.6% | $4,751-55.5% |
| Participant deferral / active EE | $4,385 | $5,392-18.7% | $4,738-7.4% | $6,710-34.6% |
| Admin fee / account holder | $1,589 | $14,026-88.7% | $8,948-82.2% | $11,403-86.1% |