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 | $66,554 | $99,985-33.4% | $146,665-54.6% | $85,850-22.5% |
| Participation rate | 86.4% | 73.1%+13.4pp | 80.1%+6.4pp | 69.3%+17.1pp |
| Annual return | 18.29% | 18.93%-0.6pp | 22.74%-4.4pp | 318.53%-300.2pp |
| Employer contribution / active EE | $3,182 | $2,559+24.4% | $4,136-23.1% | $2,565+24.0% |
| Participant deferral / active EE | $5,680 | $4,006+41.8% | $5,506+3.2% | $3,952+43.7% |
| Admin fee / account holder | $1,774 | $7,702-77.0% | $10,280-82.7% | $6,260-71.7% |