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 3-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 | $71,588 | $90,348-20.8% | $75,972-5.8% | $145,922-50.9% |
| Participation rate | 73.3% | 74.5%-1.1pp | 69.1%+4.3pp | 80.3%-6.9pp |
| Annual return | 15.58% | 620.88%-605.3pp | 359.55%-344.0pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,830 | $3,311-44.7% | $2,685-31.8% | $4,660-60.7% |
| Participant deferral / active EE | $3,775 | $5,162-26.9% | $4,255-11.3% | $6,688-43.5% |
| Admin fee / account holder | $1,389 | $8,467-83.6% | $6,467-78.5% | $13,397-89.6% |