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 | $87,772 | $115,770-24.2% | $101,248-13.3% | $158,922-44.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 16.50% | 56.14%-39.6pp | 46.47%-30.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,548 | $4,175-39.0% | $3,660-30.4% | $4,761-46.5% |
| Participant deferral / active EE | $5,902 | $4,957+19.1% | $4,370+35.1% | $5,982-1.3% |
| Admin fee / account holder | $608 | $7,245-91.6% | $5,945-89.8% | $11,246-94.6% |