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 | $109,010 | $238,490-54.3% | $180,183-39.5% | $142,382-23.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.30% | 33.56%-19.3pp | 27.86%-13.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,128 | $6,143-65.4% | $5,039-57.8% | $4,299-50.5% |
| Participant deferral / active EE | $5,956 | $7,996-25.5% | $6,822-12.7% | $6,507-8.5% |
| Admin fee / account holder | $54,727 | $28,866+89.6% | $19,975+174.0% | $12,624+333.5% |