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 | $70,913 | $201,272-64.8% | $184,203-61.5% | $145,922-51.4% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 12.72% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,071 | $7,022-42.0% | $6,427-36.7% | $4,660-12.6% |
| Participant deferral / active EE | $5,590 | $9,806-43.0% | $9,131-38.8% | $6,688-16.4% |
| Admin fee / account holder | $1,308 | $16,364-92.0% | $13,901-90.6% | $13,397-90.2% |