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 | $73,569 | $115,770-36.5% | $101,248-27.3% | $158,922-53.7% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.8%+6.8pp | 82.0%+0.7pp |
| Annual return | 16.37% | 56.14%-39.8pp | 46.47%-30.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $5,217 | $4,175+25.0% | $3,660+42.6% | $4,761+9.6% |
| Participant deferral / active EE | $6,021 | $4,957+21.5% | $4,370+37.8% | $5,982+0.6% |
| Admin fee / account holder | $1,948 | $7,245-73.1% | $5,945-67.2% | $11,246-82.7% |