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 | $58,977 | $115,770-49.1% | $101,248-41.8% | $158,922-62.9% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 49.42% | 56.14%-6.7pp | 46.47%+2.9pp | 302.83%-253.4pp |
| Employer contribution / active EE | $1,884 | $4,175-54.9% | $3,660-48.5% | $4,761-60.4% |
| Participant deferral / active EE | $7,003 | $4,957+41.3% | $4,370+60.2% | $5,982+17.1% |
| Admin fee / account holder | $489 | $7,245-93.3% | $5,945-91.8% | $11,246-95.7% |