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 | $65,355 | $217,402-69.9% | $185,823-64.8% | $167,490-61.0% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 13.66% | 148.36%-134.7pp | 122.05%-108.4pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,770 | $5,873-52.8% | $5,167-46.4% | $4,837-42.7% |
| Participant deferral / active EE | $8,139 | $6,356+28.0% | $5,568+46.2% | $6,341+28.3% |
| Admin fee / account holder | $998 | $19,811-95.0% | $16,237-93.9% | $12,309-91.9% |