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 | $119,334 | $159,602-25.2% | $150,045-20.5% | $142,382-16.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.29% | 70.24%-54.9pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,637 | $4,961-67.0% | $4,693-65.1% | $4,299-61.9% |
| Participant deferral / active EE | $4,450 | $8,310-46.5% | $7,997-44.4% | $6,507-31.6% |
| Admin fee / account holder | $1,032 | $14,846-93.1% | $13,435-92.3% | $12,624-91.8% |