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 | $64,361 | $99,918-35.6% | $81,382-20.9% | $145,922-55.9% |
| Participation rate | 72.7% | 74.2%-1.4pp | 69.5%+3.2pp | 80.3%-7.5pp |
| Annual return | 14.77% | 34.32%-19.6pp | 24.73%-10.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,888 | $2,978-36.6% | $2,463-23.4% | $4,660-59.5% |
| Participant deferral / active EE | $2,512 | $4,605-45.5% | $3,883-35.3% | $6,688-62.4% |
| Admin fee / account holder | $1,649 | $8,212-79.9% | $5,768-71.4% | $13,397-87.7% |