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 | $59,938 | $102,966-41.8% | $90,281-33.6% | $152,861-60.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 24.62% | 95.16%-70.5pp | 78.10%-53.5pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,659 | $3,139-47.1% | $2,854-41.9% | $4,762-65.2% |
| Participant deferral / active EE | $2,361 | $4,281-44.9% | $3,885-39.2% | $5,850-59.6% |
| Admin fee / account holder | $6,894 | $6,171+11.7% | $5,351+28.8% | $11,596-40.6% |