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 | $63,313 | $93,571-32.3% | $135,903-53.4% | $75,163-15.8% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 26.62% | 30.90%-4.3pp | 68.23%-41.6pp | 160.62%-134.0pp |
| Employer contribution / active EE | $2,820 | $3,537-20.3% | $4,856-41.9% | $2,670+5.6% |
| Participant deferral / active EE | $7,520 | $6,404+17.4% | $7,758-3.1% | $4,125+82.3% |
| Admin fee / account holder | $2,077 | $6,975-70.2% | $10,762-80.7% | $5,651-63.2% |