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 | $90,363 | $159,602-43.4% | $150,045-39.8% | $142,382-36.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 16.03% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,215 | $4,961-75.5% | $4,693-74.1% | $4,299-71.7% |
| Participant deferral / active EE | $6,825 | $8,310-17.9% | $7,997-14.7% | $6,507+4.9% |
| Admin fee / account holder | $30,096 | $14,846+102.7% | $13,435+124.0% | $12,624+138.4% |