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 | $51,797 | $154,117-66.4% | $129,995-60.2% | $139,434-62.9% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 11.31% | 32.48%-21.2pp | -137.18%+148.5pp | 372.94%-361.6pp |
| Employer contribution / active EE | $2,487 | $5,289-53.0% | $4,320-42.4% | $4,751-47.7% |
| Participant deferral / active EE | $4,385 | $6,710-34.6% | $5,820-24.6% | $6,710-34.6% |
| Admin fee / account holder | $644 | $14,007-95.4% | $10,614-93.9% | $11,403-94.4% |