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 | $65,592 | $115,770-43.3% | $101,248-35.2% | $158,922-58.7% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 22.64% | 56.14%-33.5pp | 46.47%-23.8pp | 302.83%-280.2pp |
| Employer contribution / active EE | $4,434 | $4,175+6.2% | $3,660+21.2% | $4,761-6.9% |
| Participant deferral / active EE | $7,521 | $4,957+51.7% | $4,370+72.1% | $5,982+25.7% |
| Admin fee / account holder | $2,528 | $7,245-65.1% | $5,945-57.5% | $11,246-77.5% |