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 | $62,253 | $175,202-64.5% | $149,673-58.4% | $139,434-55.4% |
| Participation rate | 78.9% | 83.4%-4.4pp | 78.8%+0.2pp | 80.3%-1.4pp |
| Annual return | 13.40% | 166.71%-153.3pp | 134.42%-121.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $6,378 | $5,474+16.5% | $4,818+32.4% | $4,751+34.2% |
| Participant deferral / active EE | $3,577 | $6,519-45.1% | $5,680-37.0% | $6,710-46.7% |
| Admin fee / account holder | $2,205 | $16,150-86.3% | $13,210-83.3% | $11,403-80.7% |