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 | $74,385 | $214,378-65.3% | $200,582-62.9% | $142,382-47.8% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 14.06% | 46.41%-32.3pp | 42.33%-28.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,692 | $6,841-75.3% | $6,419-73.6% | $4,299-60.6% |
| Participant deferral / active EE | $3,015 | $9,865-69.4% | $9,331-67.7% | $6,507-53.7% |
| Admin fee / account holder | $698 | $17,692-96.1% | $16,305-95.7% | $12,624-94.5% |