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 | $116,675 | $179,726-35.1% | $156,263-25.3% | $142,382-18.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.38% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,450 | $5,069-32.0% | $4,333-20.4% | $4,299-19.8% |
| Participant deferral / active EE | $5,159 | $6,956-25.8% | $6,158-16.2% | $6,507-20.7% |
| Admin fee / account holder | $490 | $17,272-97.2% | $14,255-96.6% | $12,624-96.1% |