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 | $68,171 | $109,359-37.7% | $162,163-58.0% | $72,985-6.6% |
| Participation rate | 98.8% | 84.3%+14.6pp | 87.6%+11.3pp | 69.5%+29.3pp |
| Annual return | 35.92% | 25.46%+10.5pp | 115.59%-79.7pp | 81.00%-45.1pp |
| Employer contribution / active EE | $3,441 | $3,907-11.9% | $5,614-38.7% | $2,440+41.0% |
| Participant deferral / active EE | $6,888 | $5,481+25.7% | $7,298-5.6% | $3,607+91.0% |
| Admin fee / account holder | $4,491 | $7,972-43.7% | $10,843-58.6% | $5,124-12.4% |