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 | $56,694 | $116,175-51.2% | $93,606-39.4% | $152,861-62.9% |
| Participation rate | 91.7% | 78.0%+13.6pp | 75.8%+15.8pp | 82.4%+9.2pp |
| Annual return | 20.05% | 35.96%-15.9pp | 32.76%-12.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,699 | $3,218-47.2% | $2,718-37.5% | $4,762-64.3% |
| Participant deferral / active EE | $3,417 | $4,603-25.8% | $4,069-16.0% | $5,850-41.6% |
| Admin fee / account holder | $20,663 | $10,748+92.3% | $7,888+161.9% | $11,596+78.2% |