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 | $61,387 | $116,175-47.2% | $93,606-34.4% | $152,861-59.8% |
| Participation rate | 94.7% | 78.0%+16.7pp | 75.8%+18.9pp | 82.4%+12.3pp |
| Annual return | 20.87% | 35.96%-15.1pp | 32.76%-11.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,931 | $3,218-8.9% | $2,718+7.9% | $4,762-38.4% |
| Participant deferral / active EE | $7,225 | $4,603+56.9% | $4,069+77.6% | $5,850+23.5% |
| Admin fee / account holder | $5,573 | $10,748-48.2% | $7,888-29.4% | $11,596-51.9% |