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 | $65,468 | $197,591-66.9% | $177,821-63.2% | $158,922-58.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 14.63% | 58.76%-44.1pp | 48.32%-33.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,162 | $6,697-52.8% | $5,918-46.6% | $4,761-33.6% |
| Participant deferral / active EE | $14,862 | $8,405+76.8% | $7,714+92.7% | $5,982+148.4% |
| Admin fee / account holder | $1,586 | $15,399-89.7% | $12,427-87.2% | $11,246-85.9% |