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 | $81,004 | $175,202-53.8% | $149,673-45.9% | $139,434-41.9% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 19.11% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,728 | $5,474-68.4% | $4,818-64.1% | $4,751-63.6% |
| Participant deferral / active EE | $4,548 | $6,519-30.2% | $5,680-19.9% | $6,710-32.2% |
| Admin fee / account holder | $1,161 | $16,150-92.8% | $13,210-91.2% | $11,403-89.8% |