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 | $55,795 | $95,266-41.4% | $82,389-32.3% | $142,382-60.8% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.5%+12.3pp | 80.1%+1.7pp |
| Annual return | 11.77% | 25.74%-14.0pp | 28.67%-16.9pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,424 | $2,991+14.5% | $2,517+36.0% | $4,299-20.4% |
| Participant deferral / active EE | $2,839 | $4,809-41.0% | $4,155-31.7% | $6,507-56.4% |
| Admin fee / account holder | $3,352 | $8,563-60.9% | $7,231-53.6% | $12,624-73.5% |