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 | $69,224 | $111,754-38.1% | $103,333-33.0% | $145,922-52.6% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 12.04% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,831 | $4,212-56.5% | $3,868-52.7% | $4,660-60.7% |
| Participant deferral / active EE | $5,050 | $5,619-10.1% | $5,057-0.1% | $6,688-24.5% |
| Admin fee / account holder | $7,955 | $9,750-18.4% | $8,355-4.8% | $13,397-40.6% |