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 | $78,912 | $103,376-23.7% | $87,100-9.4% | $152,861-48.4% |
| Participation rate | 70.6% | 79.3%-8.8pp | 76.9%-6.3pp | 82.4%-11.9pp |
| Annual return | 21.43% | 28.10%-6.7pp | 28.19%-6.8pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,254 | $3,220-30.0% | $2,521-10.6% | $4,762-52.7% |
| Participant deferral / active EE | $4,508 | $4,778-5.6% | $4,049+11.4% | $5,850-22.9% |
| Admin fee / account holder | $1,820 | $12,205-85.1% | $7,497-75.7% | $11,596-84.3% |