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 | $52,924 | $175,202-69.8% | $149,673-64.6% | $139,434-62.0% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 19.72% | 166.71%-147.0pp | 134.42%-114.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,568 | $5,474-71.4% | $4,818-67.5% | $4,751-67.0% |
| Participant deferral / active EE | $4,018 | $6,519-38.4% | $5,680-29.3% | $6,710-40.1% |
| Admin fee / account holder | $7,188 | $16,150-55.5% | $13,210-45.6% | $11,403-37.0% |