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 | $78,393 | $209,832-62.6% | $189,513-58.6% | $167,490-53.2% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 16.87% | 748.27%-731.4pp | 555.15%-538.3pp | 478.56%-461.7pp |
| Employer contribution / active EE | $3,034 | $6,914-56.1% | $6,162-50.8% | $4,837-37.3% |
| Participant deferral / active EE | $6,625 | $8,935-25.9% | $8,221-19.4% | $6,341+4.5% |
| Admin fee / account holder | $459 | $14,293-96.8% | $12,045-96.2% | $12,309-96.3% |