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 | $54,248 | $95,266-43.1% | $82,389-34.2% | $142,382-61.9% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 16.12% | 25.74%-9.6pp | 28.67%-12.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $604 | $2,991-79.8% | $2,517-76.0% | $4,299-86.0% |
| Participant deferral / active EE | $1,441 | $4,809-70.0% | $4,155-65.3% | $6,507-77.9% |
| Admin fee / account holder | $938 | $8,563-89.0% | $7,231-87.0% | $12,624-92.6% |