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 | $129,161 | $198,466-34.9% | $170,442-24.2% | $147,584-12.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.68% | 257.29%-247.6pp | 205.93%-196.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $3,479 | $6,184-43.7% | $5,433-36.0% | $4,876-28.7% |
| Participant deferral / active EE | $2,031 | $5,629-63.9% | $4,939-58.9% | $5,439-62.7% |
| Admin fee / account holder | $7,540 | $16,852-55.3% | $13,880-45.7% | $10,885-30.7% |