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 4-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 | $78,381 | $175,202-55.3% | $149,673-47.6% | $139,434-43.8% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 10.90% | 166.71%-155.8pp | 134.42%-123.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,914 | $5,474-65.0% | $4,818-60.3% | $4,751-59.7% |
| Participant deferral / active EE | $6,110 | $6,519-6.3% | $5,680+7.6% | $6,710-8.9% |
| Admin fee / account holder | $1,803 | $16,150-88.8% | $13,210-86.4% | $11,403-84.2% |