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 | $102,831 | $118,450-13.2% | $98,439+4.5% | $139,434-26.3% |
| Participation rate | 88.2% | 77.4%+10.8pp | 75.2%+13.1pp | 80.3%+7.9pp |
| Annual return | 16.82% | 18.94%-2.1pp | 21.16%-4.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,595 | $3,609-0.4% | $3,048+18.0% | $4,751-24.3% |
| Participant deferral / active EE | $13,746 | $5,392+154.9% | $4,738+190.1% | $6,710+104.9% |
| Admin fee / account holder | $3,525 | $14,026-74.9% | $8,948-60.6% | $11,403-69.1% |