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 | $68,275 | $106,890-36.1% | $84,015-18.7% | $152,861-55.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 22.64% | 104.99%-82.3pp | 71.31%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,601 | $2,734-41.4% | $1,983-19.3% | $4,762-66.4% |
| Participant deferral / active EE | $3,203 | $4,011-20.2% | $3,239-1.1% | $5,850-45.3% |
| Admin fee / account holder | $860 | $8,285-89.6% | $6,101-85.9% | $11,596-92.6% |