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 | $68,218 | $148,534-54.1% | $135,903-49.8% | $139,434-51.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 18.60% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,162 | $5,243-39.7% | $4,856-34.9% | $4,751-33.4% |
| Participant deferral / active EE | $7,029 | $8,100-13.2% | $7,758-9.4% | $6,710+4.7% |
| Admin fee / account holder | $4,011 | $12,400-67.7% | $10,762-62.7% | $11,403-64.8% |