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 3-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 | $73,225 | $159,602-54.1% | $150,045-51.2% | $142,382-48.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 17.63% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $9,116 | $4,961+83.8% | $4,693+94.2% | $4,299+112.0% |
| Participant deferral / active EE | $9,489 | $8,310+14.2% | $7,997+18.7% | $6,507+45.8% |
| Admin fee / account holder | $342 | $14,846-97.7% | $13,435-97.5% | $12,624-97.3% |