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 | $98,707 | $135,952-27.4% | $123,892-20.3% | $273,961-64.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 6.33% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,679 | $5,170-48.2% | $4,617-42.0% | $4,869-45.0% |
| Participant deferral / active EE | $5,141 | $6,343-18.9% | $5,984-14.1% | $5,287-2.8% |
| Admin fee / account holder | $2,769 | $9,817-71.8% | $8,357-66.9% | $10,132-72.7% |