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 | $69,130 | $73,933-6.5% | $96,683-28.5% | $75,163-8.0% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 16.14% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,346 | $2,928-54.0% | $3,737-64.0% | $2,670-49.6% |
| Participant deferral / active EE | $3,916 | $3,659+7.0% | $4,878-19.7% | $4,125-5.1% |
| Admin fee / account holder | $5,655 | $5,216+8.4% | $6,730-16.0% | $5,651+0.1% |