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 | $81,625 | $150,187-45.7% | $120,354-32.2% | $145,922-44.1% |
| Participation rate | 91.7% | 78.8%+12.9pp | 71.9%+19.8pp | 80.3%+11.4pp |
| Annual return | 14.27% | 154.07%-139.8pp | 107.15%-92.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,729 | $4,348-60.2% | $3,463-50.1% | $4,660-62.9% |
| Participant deferral / active EE | $2,332 | $6,173-62.2% | $4,991-53.3% | $6,688-65.1% |
| Admin fee / account holder | $4,072 | $12,207-66.6% | $9,423-56.8% | $13,397-69.6% |