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 | $97,591 | $165,335-41.0% | $149,696-34.8% | $158,922-38.6% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 11.77% | 348.15%-336.4pp | 276.60%-264.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,427 | $5,103-72.0% | $4,644-69.3% | $4,761-70.0% |
| Participant deferral / active EE | $4,455 | $7,181-38.0% | $6,842-34.9% | $5,982-25.5% |
| Admin fee / account holder | $2,937 | $10,807-72.8% | $9,309-68.4% | $11,246-73.9% |