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 | $58,853 | $106,890-44.9% | $84,015-29.9% | $152,861-61.5% |
| Participation rate | 85.0% | 75.2%+9.8pp | 69.0%+16.0pp | 82.4%+2.6pp |
| Annual return | 26.76% | 104.99%-78.2pp | 71.31%-44.6pp | 345.32%-318.6pp |
| Employer contribution / active EE | $3,864 | $2,734+41.3% | $1,983+94.8% | $4,762-18.9% |
| Participant deferral / active EE | $8,264 | $4,011+106.0% | $3,239+155.2% | $5,850+41.3% |
| Admin fee / account holder | $1,038 | $8,285-87.5% | $6,101-83.0% | $11,596-91.0% |