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 | $65,790 | $106,515-38.2% | $96,683-32.0% | $139,434-52.8% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 18.45% | 38.43%-20.0pp | 35.69%-17.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,842 | $4,103-55.1% | $3,737-50.7% | $4,751-61.2% |
| Participant deferral / active EE | $2,800 | $5,454-48.7% | $4,878-42.6% | $6,710-58.3% |
| Admin fee / account holder | $1,615 | $7,877-79.5% | $6,730-76.0% | $11,403-85.8% |