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 | $76,047 | $176,812-57.0% | $146,665-48.1% | $167,490-54.6% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 11.06% | 24.03%-13.0pp | 22.74%-11.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,599 | $5,160-49.6% | $4,136-37.2% | $4,837-46.3% |
| Participant deferral / active EE | $2,094 | $6,440-67.5% | $5,506-62.0% | $6,341-67.0% |
| Admin fee / account holder | $37,195 | $13,259+180.5% | $10,280+261.8% | $12,309+202.2% |