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 | $85,962 | $100,773-14.7% | $88,946-3.4% | $142,382-39.6% |
| Participation rate | 93.3% | 74.3%+19.0pp | 68.8%+24.5pp | 80.1%+13.2pp |
| Annual return | 38.56% | 70.18%-31.6pp | 57.82%-19.3pp | 217.08%-178.5pp |
| Employer contribution / active EE | $3,578 | $2,918+22.6% | $2,555+40.1% | $4,299-16.8% |
| Participant deferral / active EE | $6,322 | $5,230+20.9% | $4,581+38.0% | $6,507-2.8% |
| Admin fee / account holder | $1,677 | $9,693-82.7% | $8,261-79.7% | $12,624-86.7% |