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 | $58,101 | $185,822-68.7% | $169,993-65.8% | $139,434-58.3% |
| Participation rate | 76.9% | 87.8%-10.8pp | 87.0%-10.1pp | 80.3%-3.4pp |
| Annual return | 15.87% | 60.50%-44.6pp | 53.37%-37.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,488 | $7,590-67.2% | $6,785-63.3% | $4,751-47.6% |
| Participant deferral / active EE | $6,337 | $11,622-45.5% | $10,408-39.1% | $6,710-5.6% |
| Admin fee / account holder | $17,048 | $15,381+10.8% | $12,815+33.0% | $11,403+49.5% |