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 | $70,478 | $202,318-65.2% | $172,739-59.2% | $152,861-53.9% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 20.95% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,710 | $5,856-70.8% | $5,143-66.7% | $4,762-64.1% |
| Participant deferral / active EE | $4,582 | $5,948-23.0% | $5,198-11.8% | $5,850-21.7% |
| Admin fee / account holder | $2,586 | $17,109-84.9% | $13,954-81.5% | $11,596-77.7% |