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 | $68,530 | $157,256-56.4% | $141,162-51.5% | $152,861-55.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 26.61% | 64.32%-37.7pp | 71.39%-44.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,056 | $5,261-60.9% | $4,735-56.6% | $4,762-56.8% |
| Participant deferral / active EE | $5,467 | $7,109-23.1% | $6,709-18.5% | $5,850-6.5% |
| Admin fee / account holder | $1,968 | $12,120-83.8% | $10,261-80.8% | $11,596-83.0% |