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 | $81,772 | $201,272-59.4% | $184,203-55.6% | $145,922-44.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 15.39% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,093 | $7,022-56.0% | $6,427-51.9% | $4,660-33.6% |
| Participant deferral / active EE | $4,968 | $9,806-49.3% | $9,131-45.6% | $6,688-25.7% |
| Admin fee / account holder | $30,467 | $16,364+86.2% | $13,901+119.2% | $13,397+127.4% |