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 6-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 | $90,200 | $95,416-5.5% | $185,823-51.5% | $85,850+5.1% |
| Participation rate | 70.6% | 68.8%+1.8pp | 81.7%-11.1pp | 69.3%+1.3pp |
| Annual return | 13.49% | 23.59%-10.1pp | 122.05%-108.6pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,628 | $3,314-50.9% | $5,167-68.5% | $2,565-36.6% |
| Participant deferral / active EE | $5,133 | $3,423+49.9% | $5,568-7.8% | $3,952+29.9% |
| Admin fee / account holder | $5,432 | $7,213-24.7% | $16,237-66.5% | $6,260-13.2% |