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 | $67,364 | $64,839+3.9% | $95,585-29.5% | $84,808-20.6% |
| Participation rate | 70.4% | 63.8%+6.6pp | 72.1%-1.7pp | 68.3%+2.1pp |
| Annual return | 14.48% | -670.96%+685.4pp | 38.56%-24.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,461 | $1,759-16.9% | $2,527-42.2% | $2,631-44.5% |
| Participant deferral / active EE | $2,632 | $2,965-11.2% | $4,023-34.6% | $4,212-37.5% |
| Admin fee / account holder | $1,571 | $5,964-73.7% | $6,127-74.4% | $7,344-78.6% |