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 | $58,672 | $114,381-48.7% | $107,525-45.4% | $142,382-58.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.25% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,944 | $4,015-26.7% | $3,754-21.6% | $4,299-31.5% |
| Participant deferral / active EE | $8,497 | $5,564+52.7% | $5,116+66.1% | $6,507+30.6% |
| Admin fee / account holder | $4,482 | $9,860-54.5% | $8,919-49.7% | $12,624-64.5% |