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 | $72,199 | $81,208-11.1% | $98,907-27.0% | $79,858-9.6% |
| Participation rate | 82.8% | 72.5%+10.3pp | 76.0%+6.7pp | 69.6%+13.1pp |
| Annual return | 11.06% | 60.99%-49.9pp | 196.43%-185.4pp | 31.71%-20.7pp |
| Employer contribution / active EE | $728 | $1,960-62.9% | $2,689-72.9% | $2,471-70.6% |
| Participant deferral / active EE | $3,334 | $3,265+2.1% | $4,244-21.4% | $3,740-10.8% |
| Admin fee / account holder | $9,515 | $6,013+58.3% | $6,642+43.3% | $5,306+79.3% |