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 | $53,380 | $154,117-65.4% | $129,995-58.9% | $139,434-61.7% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 18.34% | 32.48%-14.1pp | -137.18%+155.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,106 | $5,289-79.1% | $4,320-74.4% | $4,751-76.7% |
| Participant deferral / active EE | $3,790 | $6,710-43.5% | $5,820-34.9% | $6,710-43.5% |
| Admin fee / account holder | $17,857 | $14,007+27.5% | $10,614+68.2% | $11,403+56.6% |