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 | $57,589 | $86,286-33.3% | $111,297-48.3% | $85,850-32.9% |
| Participation rate | 71.1% | 73.3%-2.3pp | 77.3%-6.3pp | 69.3%+1.7pp |
| Annual return | 22.20% | 19.99%+2.2pp | 54.65%-32.4pp | 318.53%-296.3pp |
| Employer contribution / active EE | $1,968 | $2,043-3.7% | $2,731-27.9% | $2,565-23.3% |
| Participant deferral / active EE | $3,444 | $3,641-5.4% | $4,487-23.2% | $3,952-12.8% |
| Admin fee / account holder | $1,318 | $8,188-83.9% | $7,964-83.4% | $6,260-78.9% |