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 | $113,380 | $154,117-26.4% | $129,995-12.8% | $139,434-18.7% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 13.75% | 32.48%-18.7pp | -137.18%+150.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $13,829 | $5,289+161.5% | $4,320+220.1% | $4,751+191.1% |
| Participant deferral / active EE | $9,253 | $6,710+37.9% | $5,820+59.0% | $6,710+37.9% |
| Admin fee / account holder | $53,814 | $14,007+284.2% | $10,614+407.0% | $11,403+372.0% |