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 | $84,015 | $159,602-47.4% | $150,045-44.0% | $142,382-41.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.32% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $7,349 | $4,961+48.2% | $4,693+56.6% | $4,299+71.0% |
| Participant deferral / active EE | $10,462 | $8,310+25.9% | $7,997+30.8% | $6,507+60.8% |
| Admin fee / account holder | $2,239 | $14,846-84.9% | $13,435-83.3% | $12,624-82.3% |