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 | $136,910 | $226,064-39.4% | $182,532-25.0% | $152,861-10.4% |
| Participation rate | 77.3% | 82.5%-5.2pp | 78.0%-0.7pp | 82.4%-5.2pp |
| Annual return | 21.20% | 192.51%-171.3pp | 148.54%-127.3pp | 345.32%-324.1pp |
| Employer contribution / active EE | $10,738 | $4,978+115.7% | $4,076+163.4% | $4,762+125.5% |
| Participant deferral / active EE | $10,278 | $6,368+61.4% | $5,524+86.0% | $5,850+75.7% |
| Admin fee / account holder | $5,865 | $10,703-45.2% | $8,592-31.7% | $11,596-49.4% |