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 | $176,668 | $124,281+42.2% | $109,143+61.9% | $167,490+5.5% |
| Participation rate | 78.6% | 79.4%-0.9pp | 75.9%+2.7pp | 82.1%-3.5pp |
| Annual return | 11.16% | 26.04%-14.9pp | 25.75%-14.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,877 | $4,207-55.4% | $3,722-49.6% | $4,837-61.2% |
| Participant deferral / active EE | $6,715 | $5,255+27.8% | $4,653+44.3% | $6,341+5.9% |
| Admin fee / account holder | $1,534 | $7,970-80.8% | $6,752-77.3% | $12,309-87.5% |