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 | $77,553 | $179,726-56.8% | $156,263-50.4% | $142,382-45.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 12.18% | 77.86%-65.7pp | 59.47%-47.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,992 | $5,069-60.7% | $4,333-54.0% | $4,299-53.7% |
| Participant deferral / active EE | $5,283 | $6,956-24.0% | $6,158-14.2% | $6,507-18.8% |
| Admin fee / account holder | $503 | $17,272-97.1% | $14,255-96.5% | $12,624-96.0% |