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 8-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 | $73,575 | $214,378-65.7% | $200,582-63.3% | $142,382-48.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 18.82% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,783 | $6,841-30.1% | $6,419-25.5% | $4,299+11.3% |
| Participant deferral / active EE | $8,098 | $9,865-17.9% | $9,331-13.2% | $6,507+24.4% |
| Admin fee / account holder | $6,365 | $17,692-64.0% | $16,305-61.0% | $12,624-49.6% |