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 | $58,507 | $109,327-46.5% | $89,391-34.5% | $158,922-63.2% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.0%+22.0pp | 82.0%+8.0pp |
| Annual return | 13.89% | 345.68%-331.8pp | 245.62%-231.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,839 | $3,170-42.0% | $2,586-28.9% | $4,761-61.4% |
| Participant deferral / active EE | $7,449 | $4,598+62.0% | $3,890+91.5% | $5,982+24.5% |
| Admin fee / account holder | $757 | $6,153-87.7% | $4,881-84.5% | $11,246-93.3% |