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 5-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 | $61,013 | $111,754-45.4% | $103,333-41.0% | $145,922-58.2% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 20.64% | 24.77%-4.1pp | 24.88%-4.2pp | 561.29%-540.6pp |
| Employer contribution / active EE | $5,338 | $4,212+26.7% | $3,868+38.0% | $4,660+14.6% |
| Participant deferral / active EE | $5,905 | $5,619+5.1% | $5,057+16.8% | $6,688-11.7% |
| Admin fee / account holder | $5,407 | $9,750-44.5% | $8,355-35.3% | $13,397-59.6% |