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 | $66,708 | $95,416-30.1% | $185,823-64.1% | $85,850-22.3% |
| Participation rate | 78.0% | 68.8%+9.2pp | 81.7%-3.7pp | 69.3%+8.7pp |
| Annual return | 15.84% | 23.59%-7.7pp | 122.05%-106.2pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,601 | $3,314-51.7% | $5,167-69.0% | $2,565-37.6% |
| Participant deferral / active EE | $3,515 | $3,423+2.7% | $5,568-36.9% | $3,952-11.0% |
| Admin fee / account holder | $6,167 | $7,213-14.5% | $16,237-62.0% | $6,260-1.5% |