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 | $107,967 | $159,602-32.4% | $150,045-28.0% | $142,382-24.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 16.66% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,388 | $4,961-51.9% | $4,693-49.1% | $4,299-44.5% |
| Participant deferral / active EE | $9,381 | $8,310+12.9% | $7,997+17.3% | $6,507+44.2% |
| Admin fee / account holder | $1,222 | $14,846-91.8% | $13,435-90.9% | $12,624-90.3% |