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 | $93,917 | $209,411-55.2% | $178,490-47.4% | $158,922-40.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.93% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $3,496 | $5,706-38.7% | $5,011-30.2% | $4,761-26.6% |
| Participant deferral / active EE | $2,300 | $5,954-61.4% | $5,202-55.8% | $5,982-61.6% |
| Admin fee / account holder | $1,855 | $17,074-89.1% | $13,984-86.7% | $11,246-83.5% |