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 | $64,166 | $152,587-57.9% | $125,175-48.7% | $152,861-58.0% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 18.28% | 54.84%-36.6pp | 43.79%-25.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,917 | $4,946-41.0% | $3,865-24.5% | $4,762-38.8% |
| Participant deferral / active EE | $2,650 | $5,868-54.8% | $4,937-46.3% | $5,850-54.7% |
| Admin fee / account holder | $3,752 | $13,434-72.1% | $9,702-61.3% | $11,596-67.6% |