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 | $63,161 | $149,734-57.8% | $118,925-46.9% | $158,922-60.3% |
| Participation rate | 77.3% | 82.1%-4.8pp | 75.4%+1.9pp | 82.0%-4.7pp |
| Annual return | 16.77% | 19.95%-3.2pp | 35.88%-19.1pp | 302.83%-286.1pp |
| Employer contribution / active EE | $3,101 | $4,115-24.6% | $3,263-4.9% | $4,761-34.9% |
| Participant deferral / active EE | $6,248 | $5,223+19.6% | $4,265+46.5% | $5,982+4.4% |
| Admin fee / account holder | $2,098 | $8,603-75.6% | $6,581-68.1% | $11,246-81.3% |