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 | $76,283 | $115,770-34.1% | $101,248-24.7% | $158,922-52.0% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 27.23% | 56.14%-28.9pp | 46.47%-19.2pp | 302.83%-275.6pp |
| Employer contribution / active EE | $1,028 | $4,175-75.4% | $3,660-71.9% | $4,761-78.4% |
| Participant deferral / active EE | $2,592 | $4,957-47.7% | $4,370-40.7% | $5,982-56.7% |
| Admin fee / account holder | $6,071 | $7,245-16.2% | $5,945+2.1% | $11,246-46.0% |