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 | $93,964 | $177,572-47.1% | $154,803-39.3% | $142,382-34.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 13.40% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,022 | $4,810-78.7% | $4,305-76.3% | $4,299-76.2% |
| Participant deferral / active EE | $5,825 | $6,272-7.1% | $5,540+5.1% | $6,507-10.5% |
| Admin fee / account holder | $21,705 | $16,786+29.3% | $14,329+51.5% | $12,624+71.9% |