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 | $76,671 | $201,272-61.9% | $184,203-58.4% | $145,922-47.5% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 14.72% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,640 | $7,022-48.2% | $6,427-43.4% | $4,660-21.9% |
| Participant deferral / active EE | $4,912 | $9,806-49.9% | $9,131-46.2% | $6,688-26.6% |
| Admin fee / account holder | $922 | $16,364-94.4% | $13,901-93.4% | $13,397-93.1% |