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 | $67,089 | $183,519-63.4% | $155,509-56.9% | $145,922-54.0% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 10.57% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,518 | $5,313-52.6% | $4,672-46.1% | $4,660-46.0% |
| Participant deferral / active EE | $8,650 | $6,462+33.8% | $5,626+53.7% | $6,688+29.3% |
| Admin fee / account holder | $822 | $19,313-95.7% | $15,912-94.8% | $13,397-93.9% |