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 | $74,684 | $93,571-20.2% | $135,903-45.0% | $75,163-0.6% |
| Participation rate | 73.0% | 75.2%-2.2pp | 81.9%-8.9pp | 67.2%+5.8pp |
| Annual return | 23.79% | 30.90%-7.1pp | 68.23%-44.4pp | 160.62%-136.8pp |
| Employer contribution / active EE | $2,773 | $3,537-21.6% | $4,856-42.9% | $2,670+3.9% |
| Participant deferral / active EE | $5,586 | $6,404-12.8% | $7,758-28.0% | $4,125+35.4% |
| Admin fee / account holder | $5,519 | $6,975-20.9% | $10,762-48.7% | $5,651-2.3% |