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 | $85,435 | $114,381-25.3% | $107,525-20.5% | $142,382-40.0% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 11.90% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,470 | $4,015-38.5% | $3,754-34.2% | $4,299-42.5% |
| Participant deferral / active EE | $5,227 | $5,564-6.1% | $5,116+2.2% | $6,507-19.7% |
| Admin fee / account holder | $1,631 | $9,860-83.5% | $8,919-81.7% | $12,624-87.1% |