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 6-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 | $62,812 | $117,841-46.7% | $102,423-38.7% | $145,922-57.0% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 9.99% | 31.65%-21.7pp | 29.32%-19.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,881 | $3,615-48.0% | $3,023-37.8% | $4,660-59.6% |
| Participant deferral / active EE | $3,958 | $5,731-30.9% | $5,053-21.7% | $6,688-40.8% |
| Admin fee / account holder | $9,226 | $13,326-30.8% | $9,451-2.4% | $13,397-31.1% |