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 | $116,639 | $183,519-36.4% | $155,509-25.0% | $145,922-20.1% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 9.34% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,136 | $5,313-78.6% | $4,672-75.7% | $4,660-75.6% |
| Participant deferral / active EE | $2,371 | $6,462-63.3% | $5,626-57.9% | $6,688-64.5% |
| Admin fee / account holder | $683 | $19,313-96.5% | $15,912-95.7% | $13,397-94.9% |