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 | $91,688 | $179,726-49.0% | $156,263-41.3% | $142,382-35.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 12.24% | 77.86%-65.6pp | 59.47%-47.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,222 | $5,069-16.7% | $4,333-2.6% | $4,299-1.8% |
| Participant deferral / active EE | $6,276 | $6,956-9.8% | $6,158+1.9% | $6,507-3.6% |
| Admin fee / account holder | $20,530 | $17,272+18.9% | $14,255+44.0% | $12,624+62.6% |