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 | $74,190 | $103,376-28.2% | $87,100-14.8% | $152,861-51.5% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.9%+18.1pp | 82.4%+12.6pp |
| Annual return | 21.47% | 28.10%-6.6pp | 28.19%-6.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,033 | $3,220-67.9% | $2,521-59.0% | $4,762-78.3% |
| Participant deferral / active EE | $2,713 | $4,778-43.2% | $4,049-33.0% | $5,850-53.6% |
| Admin fee / account holder | $8,020 | $12,205-34.3% | $7,497+7.0% | $11,596-30.8% |