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 | $78,616 | $117,841-33.3% | $102,423-23.2% | $145,922-46.1% |
| Participation rate | 73.9% | 78.6%-4.7pp | 76.5%-2.6pp | 80.3%-6.4pp |
| Annual return | 11.14% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,628 | $3,615-55.0% | $3,023-46.1% | $4,660-65.1% |
| Participant deferral / active EE | $6,363 | $5,731+11.0% | $5,053+25.9% | $6,688-4.9% |
| Admin fee / account holder | $4,315 | $13,326-67.6% | $9,451-54.3% | $13,397-67.8% |