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 8-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 | $82,166 | $109,881-25.2% | $150,045-45.2% | $84,808-3.1% |
| Participation rate | 78.4% | 76.1%+2.3pp | 82.3%-3.9pp | 68.3%+10.1pp |
| Annual return | 16.47% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,646 | $3,561+58.5% | $4,693+20.3% | $2,631+114.6% |
| Participant deferral / active EE | $6,975 | $6,636+5.1% | $7,997-12.8% | $4,212+65.6% |
| Admin fee / account holder | $9,089 | $8,568+6.1% | $13,435-32.3% | $7,344+23.8% |