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 | $93,614 | $183,519-49.0% | $155,509-39.8% | $145,922-35.8% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 19.51% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,803 | $5,313-66.1% | $4,672-61.4% | $4,660-61.3% |
| Participant deferral / active EE | $3,761 | $6,462-41.8% | $5,626-33.1% | $6,688-43.8% |
| Admin fee / account holder | $11,520 | $19,313-40.4% | $15,912-27.6% | $13,397-14.0% |