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 | $77,648 | $127,264-39.0% | $109,895-29.3% | $167,490-53.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 15.62% | 22.97%-7.3pp | 29.45%-13.8pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,620 | $3,322-21.1% | $2,842-7.8% | $4,837-45.8% |
| Participant deferral / active EE | $5,891 | $4,514+30.5% | $4,048+45.5% | $6,341-7.1% |
| Admin fee / account holder | $745 | $7,114-89.5% | $6,066-87.7% | $12,309-93.9% |