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 | $70,376 | $103,376-31.9% | $87,100-19.2% | $152,861-54.0% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 15.42% | 28.10%-12.7pp | 28.19%-12.8pp | 345.32%-329.9pp |
| Employer contribution / active EE | $2,688 | $3,220-16.5% | $2,521+6.6% | $4,762-43.5% |
| Participant deferral / active EE | $3,235 | $4,778-32.3% | $4,049-20.1% | $5,850-44.7% |
| Admin fee / account holder | $2,739 | $12,205-77.6% | $7,497-63.5% | $11,596-76.4% |