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 | $61,730 | $118,680-48.0% | $98,907-37.6% | $158,922-61.2% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+9.0pp |
| Annual return | 17.11% | 372.35%-355.2pp | 196.43%-179.3pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,906 | $3,333-42.8% | $2,689-29.1% | $4,761-60.0% |
| Participant deferral / active EE | $4,393 | $5,088-13.7% | $4,244+3.5% | $5,982-26.6% |
| Admin fee / account holder | $1,574 | $10,131-84.5% | $6,642-76.3% | $11,246-86.0% |