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 | $59,610 | $66,402-10.2% | $109,895-45.8% | $85,850-30.6% |
| Participation rate | 88.4% | 63.9%+24.5pp | 74.2%+14.2pp | 69.3%+19.1pp |
| Annual return | 12.61% | 19.59%-7.0pp | 29.45%-16.8pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,866 | $1,687+10.6% | $2,842-34.3% | $2,565-27.2% |
| Participant deferral / active EE | $3,557 | $2,842+25.1% | $4,048-12.1% | $3,952-10.0% |
| Admin fee / account holder | $8,706 | $4,557+91.0% | $6,066+43.5% | $6,260+39.1% |