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 | $80,559 | $157,256-48.8% | $141,162-42.9% | $152,861-47.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 14.97% | 64.32%-49.3pp | 71.39%-56.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $17,584 | $5,261+234.2% | $4,735+271.4% | $4,762+269.2% |
| Participant deferral / active EE | $0 | $7,109-100.0% | $6,709-100.0% | $5,850-100.0% |
| Admin fee / account holder | $54,556 | $12,120+350.1% | $10,261+431.7% | $11,596+370.5% |