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 | $60,278 | $114,381-47.3% | $107,525-43.9% | $142,382-57.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 14.65% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,513 | $4,015-37.4% | $3,754-33.0% | $4,299-41.5% |
| Participant deferral / active EE | $3,540 | $5,564-36.4% | $5,116-30.8% | $6,507-45.6% |
| Admin fee / account holder | $15,178 | $9,860+53.9% | $8,919+70.2% | $12,624+20.2% |