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 | $67,691 | $175,202-61.4% | $149,673-54.8% | $139,434-51.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 17.99% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $5,947 | $5,474+8.6% | $4,818+23.4% | $4,751+25.2% |
| Participant deferral / active EE | $7,950 | $6,519+22.0% | $5,680+40.0% | $6,710+18.5% |
| Admin fee / account holder | $475 | $16,150-97.1% | $13,210-96.4% | $11,403-95.8% |