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 | $71,476 | $106,584-32.9% | $101,326-29.5% | $142,382-49.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.27% | 36.93%-20.7pp | 36.82%-20.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,606 | $3,956-59.4% | $3,665-56.2% | $4,299-62.6% |
| Participant deferral / active EE | $3,088 | $8,297-62.8% | $7,994-61.4% | $6,507-52.6% |
| Admin fee / account holder | $387 | $11,446-96.6% | $11,185-96.5% | $12,624-96.9% |