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 | $82,011 | $157,256-47.8% | $141,162-41.9% | $152,861-46.3% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 24.95% | 64.32%-39.4pp | 71.39%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $946 | $5,261-82.0% | $4,735-80.0% | $4,762-80.1% |
| Participant deferral / active EE | $3,721 | $7,109-47.7% | $6,709-44.5% | $5,850-36.4% |
| Admin fee / account holder | $733 | $12,120-94.0% | $10,261-92.9% | $11,596-93.7% |