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 | $76,806 | $165,984-53.7% | $164,813-53.4% | $145,922-47.4% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 12.81% | 100.03%-87.2pp | 69.93%-57.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,566 | $5,273-51.3% | $4,341-40.9% | $4,660-44.9% |
| Participant deferral / active EE | $6,797 | $6,959-2.3% | $6,031+12.7% | $6,688+1.6% |
| Admin fee / account holder | $9,742 | $16,648-41.5% | $12,690-23.2% | $13,397-27.3% |