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 | $87,919 | $179,726-51.1% | $156,263-43.7% | $142,382-38.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 18.77% | 77.86%-59.1pp | 59.47%-40.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,321 | $5,069-54.2% | $4,333-46.4% | $4,299-46.0% |
| Participant deferral / active EE | $4,172 | $6,956-40.0% | $6,158-32.2% | $6,507-35.9% |
| Admin fee / account holder | $167,651 | $17,272+870.6% | $14,255+1076.1% | $12,624+1228.1% |