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 | $71,340 | $175,202-59.3% | $149,673-52.3% | $139,434-48.8% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 18.77% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,223 | $5,474-59.4% | $4,818-53.9% | $4,751-53.2% |
| Participant deferral / active EE | $2,974 | $6,519-54.4% | $5,680-47.6% | $6,710-55.7% |
| Admin fee / account holder | $614 | $16,150-96.2% | $13,210-95.4% | $11,403-94.6% |