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 | $88,110 | $181,894-51.6% | $156,549-43.7% | $273,961-67.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.19% | 30.74%-23.6pp | 32.23%-25.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $7,730 | $6,248+23.7% | $5,501+40.5% | $4,869+58.8% |
| Participant deferral / active EE | $4,536 | $5,550-18.3% | $4,871-6.9% | $5,287-14.2% |
| Admin fee / account holder | $4,518 | $15,559-71.0% | $13,027-65.3% | $10,132-55.4% |