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 | $51,331 | $159,602-67.8% | $150,045-65.8% | $142,382-63.9% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 15.94% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,420 | $4,961-31.1% | $4,693-27.1% | $4,299-20.5% |
| Participant deferral / active EE | $6,641 | $8,310-20.1% | $7,997-17.0% | $6,507+2.1% |
| Admin fee / account holder | $5,507 | $14,846-62.9% | $13,435-59.0% | $12,624-56.4% |