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 | $63,218 | $198,466-68.1% | $170,442-62.9% | $147,584-57.2% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 16.25% | 257.29%-241.0pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,148 | $6,184-65.3% | $5,433-60.5% | $4,876-55.9% |
| Participant deferral / active EE | $6,640 | $5,629+18.0% | $4,939+34.4% | $5,439+22.1% |
| Admin fee / account holder | $4,757 | $16,852-71.8% | $13,880-65.7% | $10,885-56.3% |