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 | $63,319 | $109,413-42.1% | $156,263-59.5% | $84,808-25.3% |
| Participation rate | 87.2% | 72.7%+14.5pp | 78.9%+8.3pp | 68.3%+18.9pp |
| Annual return | 12.94% | 20.18%-7.2pp | 59.47%-46.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,454 | $4,590-3.0% | $6,158-27.7% | $4,212+5.8% |
| Admin fee / account holder | $30,302 | $9,357+223.9% | $14,255+112.6% | $7,344+312.6% |