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 | $57,720 | $107,334-46.2% | $92,893-37.9% | $152,861-62.2% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 23.89% | 145.58%-121.7pp | 109.41%-85.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,396 | $4,221-43.2% | $3,653-34.4% | $4,762-49.7% |
| Participant deferral / active EE | $8,638 | $4,845+78.3% | $4,236+103.9% | $5,850+47.6% |
| Admin fee / account holder | $3,091 | $7,079-56.3% | $5,794-46.6% | $11,596-73.3% |