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 | $75,217 | $209,411-64.1% | $178,490-57.9% | $158,922-52.7% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 16.43% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,713 | $5,706-70.0% | $5,011-65.8% | $4,761-64.0% |
| Participant deferral / active EE | $2,369 | $5,954-60.2% | $5,202-54.5% | $5,982-60.4% |
| Admin fee / account holder | $927 | $17,074-94.6% | $13,984-93.4% | $11,246-91.8% |