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 | $89,256 | $93,571-4.6% | $135,903-34.3% | $75,163+18.7% |
| Participation rate | 74.2% | 75.2%-0.9pp | 81.9%-7.7pp | 67.2%+7.1pp |
| Annual return | 17.07% | 30.90%-13.8pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,260 | $3,537-64.4% | $4,856-74.1% | $2,670-52.8% |
| Participant deferral / active EE | $7,622 | $6,404+19.0% | $7,758-1.7% | $4,125+84.8% |
| Admin fee / account holder | $9,375 | $6,975+34.4% | $10,762-12.9% | $5,651+65.9% |