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 | $87,847 | $156,846-44.0% | $121,098-27.5% | $139,434-37.0% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 18.17% | 1474.56%-1456.4pp | 985.75%-967.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,976 | $5,536-64.3% | $4,164-52.5% | $4,751-58.4% |
| Participant deferral / active EE | $3,953 | $4,844-18.4% | $4,080-3.1% | $6,710-41.1% |
| Admin fee / account holder | $11,328 | $6,946+63.1% | $5,644+100.7% | $11,403-0.7% |