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 | $60,621 | $67,411-10.1% | $91,001-33.4% | $70,131-13.6% |
| Participation rate | 71.0% | 71.4%-0.4pp | 75.6%-4.6pp | 69.5%+1.4pp |
| Annual return | 14.45% | -40.16%+54.6pp | 4.60%+9.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $432 | $1,786-75.8% | $2,456-82.4% | $2,342-81.6% |
| Participant deferral / active EE | $3,060 | $2,823+8.4% | $3,547-13.7% | $3,332-8.2% |
| Admin fee / account holder | $18,974 | $4,236+347.9% | $5,417+250.3% | $4,645+308.5% |