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 | $97,151 | $117,841-17.6% | $102,423-5.1% | $145,922-33.4% |
| Participation rate | 73.9% | 78.6%-4.7pp | 76.5%-2.6pp | 80.3%-6.4pp |
| Annual return | 10.29% | 31.65%-21.4pp | 29.32%-19.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,077 | $3,615-42.5% | $3,023-31.3% | $4,660-55.4% |
| Participant deferral / active EE | $4,580 | $5,731-20.1% | $5,053-9.4% | $6,688-31.5% |
| Admin fee / account holder | $9,203 | $13,326-30.9% | $9,451-2.6% | $13,397-31.3% |