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 | $54,770 | $157,256-65.2% | $141,162-61.2% | $152,861-64.2% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 19.77% | 64.32%-44.6pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,036 | $5,261-61.3% | $4,735-57.0% | $4,762-57.2% |
| Participant deferral / active EE | $5,060 | $7,109-28.8% | $6,709-24.6% | $5,850-13.5% |
| Admin fee / account holder | $1,980 | $12,120-83.7% | $10,261-80.7% | $11,596-82.9% |