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 3-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 | $132,883 | $214,378-38.0% | $200,582-33.8% | $142,382-6.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 16.32% | 46.41%-30.1pp | 42.33%-26.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,096 | $6,841-69.4% | $6,419-67.3% | $4,299-51.3% |
| Participant deferral / active EE | $10,294 | $9,865+4.3% | $9,331+10.3% | $6,507+58.2% |
| Admin fee / account holder | $1,096 | $17,692-93.8% | $16,305-93.3% | $12,624-91.3% |