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 | $79,043 | $117,983-33.0% | $101,794-22.3% | $142,382-44.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.69% | 36.92%-26.2pp | 30.53%-19.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,201 | $2,773-20.6% | $2,289-3.8% | $4,299-48.8% |
| Participant deferral / active EE | $7,416 | $4,714+57.3% | $4,084+81.6% | $6,507+14.0% |
| Admin fee / account holder | $34,956 | $10,433+235.0% | $8,777+298.3% | $12,624+176.9% |