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 | $70,662 | $112,096-37.0% | $95,952-26.4% | $158,922-55.5% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 16.12% | 171.09%-155.0pp | 91.61%-75.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,351 | $3,198-26.5% | $2,541-7.5% | $4,761-50.6% |
| Participant deferral / active EE | $7,527 | $4,784+57.3% | $4,167+80.6% | $5,982+25.8% |
| Admin fee / account holder | $809 | $10,130-92.0% | $6,795-88.1% | $11,246-92.8% |