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 | $72,057 | $165,335-56.4% | $149,696-51.9% | $158,922-54.7% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 18.65% | 348.15%-329.5pp | 276.60%-257.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,230 | $5,103-56.3% | $4,644-52.0% | $4,761-53.2% |
| Participant deferral / active EE | $3,043 | $7,181-57.6% | $6,842-55.5% | $5,982-49.1% |
| Admin fee / account holder | $4,702 | $10,807-56.5% | $9,309-49.5% | $11,246-58.2% |