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 | $77,656 | $93,571-17.0% | $135,903-42.9% | $75,163+3.3% |
| Participation rate | 77.8% | 75.2%+2.6pp | 81.9%-4.1pp | 67.2%+10.6pp |
| Annual return | 23.88% | 30.90%-7.0pp | 68.23%-44.4pp | 160.62%-136.7pp |
| Employer contribution / active EE | $3,740 | $3,537+5.7% | $4,856-23.0% | $2,670+40.1% |
| Participant deferral / active EE | $9,058 | $6,404+41.4% | $7,758+16.8% | $4,125+119.6% |
| Admin fee / account holder | $2,555 | $6,975-63.4% | $10,762-76.3% | $5,651-54.8% |