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 | $76,606 | $138,347-44.6% | $184,203-58.4% | $80,856-5.3% |
| Participation rate | 72.6% | 83.9%-11.3pp | 86.8%-14.2pp | 67.6%+5.0pp |
| Annual return | 12.89% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,841 | $4,850-41.4% | $6,427-55.8% | $2,755+3.1% |
| Participant deferral / active EE | $6,863 | $7,071-2.9% | $9,131-24.8% | $4,296+59.8% |
| Admin fee / account holder | $7,186 | $10,483-31.5% | $13,901-48.3% | $6,918+3.9% |