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 | $60,344 | $73,933-18.4% | $96,683-37.6% | $75,163-19.7% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+22.0pp | 67.2%+29.1pp |
| Annual return | 17.87% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,930 | $2,928+0.1% | $3,737-21.6% | $2,670+9.8% |
| Participant deferral / active EE | $2,876 | $3,659-21.4% | $4,878-41.0% | $4,125-30.3% |
| Admin fee / account holder | $1,440 | $5,216-72.4% | $6,730-78.6% | $5,651-74.5% |