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 | $105,223 | $148,534-29.2% | $135,903-22.6% | $139,434-24.5% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 13.05% | 79.19%-66.1pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,802 | $5,243-46.6% | $4,856-42.3% | $4,751-41.0% |
| Participant deferral / active EE | $6,183 | $8,100-23.7% | $7,758-20.3% | $6,710-7.9% |
| Admin fee / account holder | $33,541 | $12,400+170.5% | $10,762+211.7% | $11,403+194.2% |