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 | $60,504 | $201,272-69.9% | $184,203-67.2% | $145,922-58.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 35.42% | 29.00%+6.4pp | 28.81%+6.6pp | 561.29%-525.9pp |
| Employer contribution / active EE | $2,494 | $7,022-64.5% | $6,427-61.2% | $4,660-46.5% |
| Participant deferral / active EE | $8,104 | $9,806-17.4% | $9,131-11.3% | $6,688+21.2% |
| Admin fee / account holder | $1,443 | $16,364-91.2% | $13,901-89.6% | $13,397-89.2% |