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 | $95,235 | $165,984-42.6% | $164,813-42.2% | $145,922-34.7% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 12.16% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,457 | $5,273-72.4% | $4,341-66.4% | $4,660-68.7% |
| Participant deferral / active EE | $5,308 | $6,959-23.7% | $6,031-12.0% | $6,688-20.6% |
| Admin fee / account holder | $40,404 | $16,648+142.7% | $12,690+218.4% | $13,397+201.6% |