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 | $93,744 | $110,261-15.0% | $95,745-2.1% | $139,434-32.8% |
| Participation rate | 85.7% | 75.8%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 25.67% | 27.11%-1.4pp | 28.35%-2.7pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,242 | $3,257-61.9% | $2,835-56.2% | $4,751-73.9% |
| Participant deferral / active EE | $7,154 | $4,676+53.0% | $4,245+68.5% | $6,710+6.6% |
| Admin fee / account holder | $1,789 | $6,613-72.9% | $5,678-68.5% | $11,403-84.3% |