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 | $61,558 | $138,065-55.4% | $123,544-50.2% | $135,375-54.5% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | 0.45% | 153.68%-153.2pp | 119.20%-118.7pp | 519.73%-519.3pp |
| Employer contribution / active EE | $2,533 | $5,151-50.8% | $4,628-45.3% | $4,779-47.0% |
| Participant deferral / active EE | $6,300 | $6,799-7.3% | $6,426-1.9% | $5,609+12.3% |
| Admin fee / account holder | $965 | $10,916-91.2% | $9,284-89.6% | $10,827-91.1% |