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 | $94,569 | $103,376-8.5% | $87,100+8.6% | $152,861-38.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.92% | 28.10%-9.2pp | 28.19%-9.3pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,128 | $3,220-33.9% | $2,521-15.6% | $4,762-55.3% |
| Participant deferral / active EE | $2,044 | $4,778-57.2% | $4,049-49.5% | $5,850-65.1% |
| Admin fee / account holder | $460 | $12,205-96.2% | $7,497-93.9% | $11,596-96.0% |