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 7-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 | $80,879 | $159,901-49.4% | $146,958-45.0% | $145,922-44.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.58% | 98.13%-85.5pp | 418.34%-405.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,306 | $5,286-56.4% | $4,933-53.3% | $4,660-50.5% |
| Participant deferral / active EE | $7,752 | $8,428-8.0% | $8,070-3.9% | $6,688+15.9% |
| Admin fee / account holder | $873 | $15,044-94.2% | $12,998-93.3% | $13,397-93.5% |