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 | $67,722 | $125,758-46.1% | $169,993-60.2% | $75,163-9.9% |
| Participation rate | 83.6% | 83.6%0pp | 87.0%-3.4pp | 67.2%+16.4pp |
| Annual return | 14.67% | 27.20%-12.5pp | 53.37%-38.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,147 | $4,615-53.5% | $6,785-68.4% | $2,670-19.6% |
| Participant deferral / active EE | $5,140 | $6,837-24.8% | $10,408-50.6% | $4,125+24.6% |
| Admin fee / account holder | $7,020 | $8,173-14.1% | $12,815-45.2% | $5,651+24.2% |