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 9-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 | $70,093 | $157,256-55.4% | $141,162-50.3% | $152,861-54.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 19.98% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,094 | $5,261-60.2% | $4,735-55.8% | $4,762-56.0% |
| Participant deferral / active EE | $3,632 | $7,109-48.9% | $6,709-45.9% | $5,850-37.9% |
| Admin fee / account holder | $14,809 | $12,120+22.2% | $10,261+44.3% | $11,596+27.7% |