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 | $71,547 | $176,377-59.4% | $134,143-46.7% | $158,922-55.0% |
| Participation rate | 90.0% | 78.7%+11.3pp | 72.2%+17.8pp | 82.0%+8.0pp |
| Annual return | 19.91% | 63.63%-43.7pp | 36.33%-16.4pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,963 | $5,040-41.2% | $3,704-20.0% | $4,761-37.8% |
| Participant deferral / active EE | $7,984 | $4,091+95.1% | $3,499+128.2% | $5,982+33.5% |
| Admin fee / account holder | $1,211 | $8,718-86.1% | $6,684-81.9% | $11,246-89.2% |