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 | $111,983 | $60,124+86.3% | $90,404+23.9% | $79,858+40.2% |
| Participation rate | 74.1% | 65.0%+9.1pp | 72.7%+1.4pp | 69.6%+4.4pp |
| Annual return | 13.14% | 71.94%-58.8pp | 1293.02%-1279.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,256 | $2,068-39.2% | $3,262-61.5% | $2,471-49.1% |
| Participant deferral / active EE | $2,858 | $2,938-2.7% | $3,963-27.9% | $3,740-23.6% |
| Admin fee / account holder | $14,637 | $3,976+268.1% | $5,611+160.9% | $5,306+175.8% |