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 | $106,338 | $179,726-40.8% | $156,263-31.9% | $142,382-25.3% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.9%+16.7pp | 80.1%+15.5pp |
| Annual return | 10.40% | 77.86%-67.5pp | 59.47%-49.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,707 | $5,069-46.6% | $4,333-37.5% | $4,299-37.0% |
| Participant deferral / active EE | $3,637 | $6,956-47.7% | $6,158-40.9% | $6,507-44.1% |
| Admin fee / account holder | $3,767 | $17,272-78.2% | $14,255-73.6% | $12,624-70.2% |