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 | $60,969 | $198,466-69.3% | $170,442-64.2% | $147,584-58.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 20.63% | 257.29%-236.7pp | 205.93%-185.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,754 | $6,184-71.6% | $5,433-67.7% | $4,876-64.0% |
| Participant deferral / active EE | $8,154 | $5,629+44.9% | $4,939+65.1% | $5,439+49.9% |
| Admin fee / account holder | $1,204 | $16,852-92.9% | $13,880-91.3% | $10,885-88.9% |