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 | $68,464 | $98,240-30.3% | $82,313-16.8% | $147,584-53.6% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 12.99% | 30.85%-17.9pp | 25.88%-12.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $4,563 | $3,192+43.0% | $2,428+87.9% | $4,876-6.4% |
| Participant deferral / active EE | $11,838 | $4,383+170.1% | $3,706+219.4% | $5,439+117.7% |
| Admin fee / account holder | $45,375 | $8,563+429.9% | $5,608+709.1% | $10,885+316.9% |