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 | $79,049 | $228,332-65.4% | $185,823-57.5% | $158,922-50.3% |
| Participation rate | 81.0% | 82.3%-1.3pp | 78.0%+2.9pp | 82.0%-1.0pp |
| Annual return | 16.41% | 40.80%-24.4pp | 35.95%-19.5pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,342 | $4,967-52.9% | $4,087-42.7% | $4,761-50.8% |
| Participant deferral / active EE | $6,103 | $6,415-4.9% | $5,632+8.4% | $5,982+2.0% |
| Admin fee / account holder | $768 | $11,864-93.5% | $9,500-91.9% | $11,246-93.2% |