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 | $76,594 | $214,378-64.3% | $200,582-61.8% | $142,382-46.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 11.76% | 46.41%-34.6pp | 42.33%-30.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,568 | $6,841-77.1% | $6,419-75.6% | $4,299-63.5% |
| Participant deferral / active EE | $4,072 | $9,865-58.7% | $9,331-56.4% | $6,507-37.4% |
| Admin fee / account holder | $1,259 | $17,692-92.9% | $16,305-92.3% | $12,624-90.0% |