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 | $91,258 | $183,519-50.3% | $155,509-41.3% | $145,922-37.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 14.40% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,165 | $5,313-78.1% | $4,672-75.1% | $4,660-75.0% |
| Participant deferral / active EE | $7,296 | $6,462+12.9% | $5,626+29.7% | $6,688+9.1% |
| Admin fee / account holder | $3,204 | $19,313-83.4% | $15,912-79.9% | $13,397-76.1% |