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 7-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 | $64,965 | $214,378-69.7% | $200,582-67.6% | $142,382-54.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 18.04% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,668 | $6,841-75.6% | $6,419-74.0% | $4,299-61.2% |
| Participant deferral / active EE | $6,677 | $9,865-32.3% | $9,331-28.4% | $6,507+2.6% |
| Admin fee / account holder | $454 | $17,692-97.4% | $16,305-97.2% | $12,624-96.4% |