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 | $62,224 | $157,256-60.4% | $141,162-55.9% | $152,861-59.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.94% | 64.32%-46.4pp | 71.39%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,393 | $5,261-54.5% | $4,735-49.5% | $4,762-49.8% |
| Participant deferral / active EE | $7,366 | $7,109+3.6% | $6,709+9.8% | $5,850+25.9% |
| Admin fee / account holder | $5,051 | $12,120-58.3% | $10,261-50.8% | $11,596-56.4% |