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 | $60,278 | $162,781-63.0% | $133,956-55.0% | $158,922-62.1% |
| Participation rate | 81.3% | 83.2%-2.0pp | 79.8%+1.4pp | 82.0%-0.7pp |
| Annual return | 10.26% | 41.94%-31.7pp | 45.09%-34.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,787 | $4,975-64.1% | $3,919-54.4% | $4,761-62.5% |
| Participant deferral / active EE | $3,929 | $5,911-33.5% | $5,048-22.2% | $5,982-34.3% |
| Admin fee / account holder | $12,577 | $11,736+7.2% | $8,927+40.9% | $11,246+11.8% |