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 | $74,433 | $197,591-62.3% | $177,821-58.1% | $158,922-53.2% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.7%-2.7pp | 82.0%+3.0pp |
| Annual return | 17.06% | 58.76%-41.7pp | 48.32%-31.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,358 | $6,697-64.8% | $5,918-60.2% | $4,761-50.5% |
| Participant deferral / active EE | $6,851 | $8,405-18.5% | $7,714-11.2% | $5,982+14.5% |
| Admin fee / account holder | $1,648 | $15,399-89.3% | $12,427-86.7% | $11,246-85.3% |