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 | $59,099 | $179,726-67.1% | $156,263-62.2% | $142,382-58.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 16.97% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,333 | $5,069-14.5% | $4,3330% | $4,299+0.8% |
| Participant deferral / active EE | $5,631 | $6,956-19.1% | $6,158-8.6% | $6,507-13.5% |
| Admin fee / account holder | $1,729 | $17,272-90.0% | $14,255-87.9% | $12,624-86.3% |