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 | $63,347 | $124,281-49.0% | $109,143-42.0% | $167,490-62.2% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.9%-2.0pp | 82.1%-8.2pp |
| Annual return | 15.88% | 26.04%-10.2pp | 25.75%-9.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,343 | $4,207-44.3% | $3,722-37.1% | $4,837-51.6% |
| Participant deferral / active EE | $4,438 | $5,255-15.5% | $4,653-4.6% | $6,341-30.0% |
| Admin fee / account holder | $13,799 | $7,970+73.1% | $6,752+104.4% | $12,309+12.1% |