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 | $65,128 | $198,466-67.2% | $170,442-61.8% | $147,584-55.9% |
| Participation rate | 95.5% | 88.0%+7.5pp | 83.6%+11.9pp | 82.8%+12.6pp |
| Annual return | 16.66% | 257.29%-240.6pp | 205.93%-189.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,217 | $6,184-64.1% | $5,433-59.2% | $4,876-54.5% |
| Participant deferral / active EE | $5,298 | $5,629-5.9% | $4,939+7.3% | $5,439-2.6% |
| Admin fee / account holder | $537 | $16,852-96.8% | $13,880-96.1% | $10,885-95.1% |