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 | $59,640 | $77,314-22.9% | $177,989-66.5% | $80,856-26.2% |
| Participation rate | 90.9% | 65.7%+25.2pp | 77.1%+13.8pp | 67.6%+23.3pp |
| Annual return | 11.89% | 18.09%-6.2pp | 294.48%-282.6pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,117 | $2,292-7.6% | $3,949-46.4% | $2,755-23.1% |
| Participant deferral / active EE | $3,008 | $4,411-31.8% | $6,276-52.1% | $4,296-30.0% |
| Admin fee / account holder | $5,472 | $7,191-23.9% | $10,363-47.2% | $6,918-20.9% |