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 | $50,686 | $111,754-54.6% | $103,333-50.9% | $145,922-65.3% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 10.14% | 24.77%-14.6pp | 24.88%-14.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,886 | $4,212-55.2% | $3,868-51.2% | $4,660-59.5% |
| Participant deferral / active EE | $2,487 | $5,619-55.7% | $5,057-50.8% | $6,688-62.8% |
| Admin fee / account holder | $11,072 | $9,750+13.6% | $8,355+32.5% | $13,397-17.4% |