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 | $79,379 | $114,381-30.6% | $107,525-26.2% | $142,382-44.2% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 14.62% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,472 | $4,015-38.4% | $3,754-34.1% | $4,299-42.5% |
| Participant deferral / active EE | $6,963 | $5,564+25.1% | $5,116+36.1% | $6,507+7.0% |
| Admin fee / account holder | $10,930 | $9,860+10.9% | $8,919+22.6% | $12,624-13.4% |