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 9-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 | $66,994 | $111,724-40.0% | $93,606-28.4% | $145,922-54.1% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-6.9pp |
| Annual return | 10.93% | 202.98%-192.1pp | 133.20%-122.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,592 | $3,090-48.5% | $2,420-34.2% | $4,660-65.8% |
| Participant deferral / active EE | $4,714 | $4,912-4.0% | $4,411+6.9% | $6,688-29.5% |
| Admin fee / account holder | $4,952 | $10,250-51.7% | $8,285-40.2% | $13,397-63.0% |