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 | $71,793 | $104,251-31.1% | $91,001-21.1% | $147,584-51.4% |
| Participation rate | 94.7% | 78.2%+16.5pp | 75.6%+19.1pp | 82.8%+11.9pp |
| Annual return | 12.61% | 27.06%-14.5pp | 4.60%+8.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,184 | $3,116-62.0% | $2,456-51.8% | $4,876-75.7% |
| Participant deferral / active EE | $1,628 | $4,195-61.2% | $3,547-54.1% | $5,439-70.1% |
| Admin fee / account holder | $3,140 | $8,948-64.9% | $5,417-42.0% | $10,885-71.2% |