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 | $60,624 | $107,334-43.5% | $92,893-34.7% | $152,861-60.3% |
| Participation rate | 87.0% | 79.8%+7.2pp | 76.0%+11.0pp | 82.4%+4.5pp |
| Annual return | 26.02% | 145.58%-119.6pp | 109.41%-83.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,175 | $4,221-48.5% | $3,653-40.5% | $4,762-54.3% |
| Participant deferral / active EE | $2,984 | $4,845-38.4% | $4,236-29.6% | $5,850-49.0% |
| Admin fee / account holder | $11,971 | $7,079+69.1% | $5,794+106.6% | $11,596+3.2% |