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 | $95,708 | $121,625-21.3% | $104,607-8.5% | $158,922-39.8% |
| Participation rate | 72.2% | 77.5%-5.3pp | 74.1%-1.9pp | 82.0%-9.7pp |
| Annual return | 9.10% | 465.26%-456.2pp | 340.46%-331.4pp | 302.83%-293.7pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,864 | $4,177-55.4% | $3,740-50.2% | $5,982-68.8% |
| Admin fee / account holder | $1,251 | $7,787-83.9% | $6,473-80.7% | $11,246-88.9% |