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 | $110,874 | $112,881-1.8% | $90,951+21.9% | $158,922-30.2% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 10.00% | 215.79%-205.8pp | 134.60%-124.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $663 | $2,893-77.1% | $2,122-68.7% | $4,761-86.1% |
| Participant deferral / active EE | $3,491 | $4,128-15.4% | $3,373+3.5% | $5,982-41.6% |
| Admin fee / account holder | $14,718 | $8,041+83.0% | $5,959+147.0% | $11,246+30.9% |