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 | $64,470 | $117,983-45.4% | $101,794-36.7% | $142,382-54.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 18.88% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,315 | $2,773+19.5% | $2,289+44.8% | $4,299-22.9% |
| Participant deferral / active EE | $7,920 | $4,714+68.0% | $4,084+93.9% | $6,507+21.7% |
| Admin fee / account holder | $4,101 | $10,433-60.7% | $8,777-53.3% | $12,624-67.5% |