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 | $68,919 | $99,652-30.8% | $78,778-12.5% | $147,584-53.3% |
| Participation rate | 91.3% | 76.2%+15.1pp | 69.2%+22.1pp | 82.8%+8.5pp |
| Annual return | 11.01% | 47.28%-36.3pp | 35.62%-24.6pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,104 | $2,796-60.5% | $1,986-44.4% | $4,876-77.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,196 | $7,155-41.4% | $5,134-18.3% | $10,885-61.5% |