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 5-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 | $60,547 | $102,317-40.8% | $146,958-58.8% | $80,856-25.1% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.8pp | 67.6%+23.3pp |
| Annual return | 13.00% | 134.76%-121.8pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,956 | $3,713-20.4% | $4,933-40.1% | $2,755+7.3% |
| Participant deferral / active EE | $13,084 | $6,644+96.9% | $8,070+62.1% | $4,296+204.6% |
| Admin fee / account holder | $8,487 | $7,941+6.9% | $12,998-34.7% | $6,918+22.7% |