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 | $72,322 | $127,065-43.1% | $113,168-36.1% | $142,382-49.2% |
| Participation rate | 78.6% | 79.2%-0.6pp | 76.6%+2.0pp | 80.1%-1.5pp |
| Annual return | 12.76% | 24.03%-11.3pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,764 | $3,442-48.8% | $2,975-40.7% | $4,299-59.0% |
| Participant deferral / active EE | $2,838 | $5,716-50.4% | $5,107-44.4% | $6,507-56.4% |
| Admin fee / account holder | $46,832 | $15,736+197.6% | $12,068+288.1% | $12,624+271.0% |