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 | $75,424 | $64,839+16.3% | $95,585-21.1% | $84,808-11.1% |
| Participation rate | 72.2% | 63.8%+8.4pp | 72.1%+0.1pp | 68.3%+3.9pp |
| Annual return | 17.42% | -670.96%+688.4pp | 38.56%-21.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,392 | $1,759-20.8% | $2,527-44.9% | $2,631-47.1% |
| Participant deferral / active EE | $4,693 | $2,965+58.3% | $4,023+16.7% | $4,212+11.4% |
| Admin fee / account holder | $6,256 | $5,964+4.9% | $6,127+2.1% | $7,344-14.8% |