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 | $74,095 | $179,726-58.8% | $156,263-52.6% | $142,382-48.0% |
| Participation rate | 82.6% | 82.1%+0.5pp | 78.9%+3.7pp | 80.1%+2.5pp |
| Annual return | 19.39% | 77.86%-58.5pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,996 | $5,069-21.2% | $4,333-7.8% | $4,299-7.1% |
| Participant deferral / active EE | $6,954 | $6,9560% | $6,158+12.9% | $6,507+6.9% |
| Admin fee / account holder | $6,077 | $17,272-64.8% | $14,255-57.4% | $12,624-51.9% |