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 | $76,661 | $80,968-5.3% | $96,544-20.6% | $75,163+2.0% |
| Participation rate | 76.9% | 71.8%+5.2pp | 76.0%+1.0pp | 67.2%+9.7pp |
| Annual return | 18.82% | 27.06%-8.2pp | 25.84%-7.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,250 | $2,282-45.2% | $2,965-57.9% | $2,670-53.2% |
| Participant deferral / active EE | $3,084 | $3,928-21.5% | $4,851-36.4% | $4,125-25.2% |
| Admin fee / account holder | $3,114 | $6,724-53.7% | $8,252-62.3% | $5,651-44.9% |