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 | $61,640 | $101,069-39.0% | $81,478-24.3% | $147,584-58.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 12.10% | 32.40%-20.3pp | 38.78%-26.7pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,170 | $3,205-63.5% | $2,568-54.5% | $4,876-76.0% |
| Participant deferral / active EE | $7,649 | $4,242+80.3% | $3,537+116.3% | $5,439+40.6% |
| Admin fee / account holder | $3,370 | $5,812-42.0% | $4,561-26.1% | $10,885-69.0% |