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 | $93,053 | $107,334-13.3% | $92,893+0.2% | $152,861-39.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 17.99% | 145.58%-127.6pp | 109.41%-91.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,011 | $4,221-52.4% | $3,653-44.9% | $4,762-57.8% |
| Participant deferral / active EE | $6,797 | $4,845+40.3% | $4,236+60.4% | $5,850+16.2% |
| Admin fee / account holder | $660 | $7,079-90.7% | $5,794-88.6% | $11,596-94.3% |