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 | $57,881 | $79,449-27.1% | $189,557-69.5% | $85,850-32.6% |
| Participation rate | 82.1% | 66.0%+16.1pp | 78.4%+3.6pp | 69.3%+12.7pp |
| Annual return | 18.64% | 18.45%+0.2pp | 64.17%-45.5pp | 318.53%-299.9pp |
| Employer contribution / active EE | $1,022 | $2,081-50.9% | $4,412-76.8% | $2,565-60.2% |
| Participant deferral / active EE | $2,897 | $4,051-28.5% | $6,174-53.1% | $3,952-26.7% |
| Admin fee / account holder | $3,189 | $5,377-40.7% | $9,807-67.5% | $6,260-49.1% |