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 | $93,836 | $177,572-47.2% | $154,803-39.4% | $142,382-34.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.04% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,572 | $4,810-46.5% | $4,305-40.3% | $4,299-40.2% |
| Participant deferral / active EE | $7,199 | $6,272+14.8% | $5,540+29.9% | $6,507+10.6% |
| Admin fee / account holder | $455 | $16,786-97.3% | $14,329-96.8% | $12,624-96.4% |