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 6-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 | $70,350 | $159,602-55.9% | $150,045-53.1% | $142,382-50.6% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 17.47% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,325 | $4,961-53.1% | $4,693-50.5% | $4,299-45.9% |
| Participant deferral / active EE | $7,055 | $8,310-15.1% | $7,997-11.8% | $6,507+8.4% |
| Admin fee / account holder | $3,389 | $14,846-77.2% | $13,435-74.8% | $12,624-73.2% |