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 8-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 | $77,932 | $114,381-31.9% | $107,525-27.5% | $142,382-45.3% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 17.20% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,898 | $4,015-27.8% | $3,754-22.8% | $4,299-32.6% |
| Participant deferral / active EE | $8,242 | $5,564+48.1% | $5,116+61.1% | $6,507+26.7% |
| Admin fee / account holder | $971 | $9,860-90.2% | $8,919-89.1% | $12,624-92.3% |