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 | $56,358 | $86,286-34.7% | $111,297-49.4% | $85,850-34.4% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 14.30% | 19.99%-5.7pp | 54.65%-40.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,553 | $2,043-24.0% | $2,731-43.1% | $2,565-39.5% |
| Participant deferral / active EE | $6,150 | $3,641+68.9% | $4,487+37.1% | $3,952+55.6% |
| Admin fee / account holder | $5,070 | $8,188-38.1% | $7,964-36.3% | $6,260-19.0% |