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 | $86,013 | $109,413-21.4% | $156,263-45.0% | $84,808+1.4% |
| Participation rate | 78.2% | 72.7%+5.5pp | 78.9%-0.7pp | 68.3%+9.8pp |
| Annual return | 15.94% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,610 | $2,907-44.6% | $4,333-62.9% | $2,631-38.8% |
| Participant deferral / active EE | $4,016 | $4,590-12.5% | $6,158-34.8% | $4,212-4.6% |
| Admin fee / account holder | $12,171 | $9,357+30.1% | $14,255-14.6% | $7,344+65.7% |