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 | $61,594 | $77,899-20.9% | $149,673-58.8% | $75,163-18.1% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 21.37% | 31.72%-10.4pp | 134.42%-113.0pp | 160.62%-139.3pp |
| Employer contribution / active EE | $3,674 | $3,137+17.1% | $4,818-23.7% | $2,670+37.6% |
| Participant deferral / active EE | $3,196 | $3,411-6.3% | $5,680-43.7% | $4,125-22.5% |
| Admin fee / account holder | $2,285 | $5,956-61.6% | $13,210-82.7% | $5,651-59.6% |