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 | $93,830 | $126,574-25.9% | $106,213-11.7% | $145,922-35.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.14% | 224.79%-212.6pp | 116.14%-104.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,620 | $3,730-3.0% | $3,171+14.1% | $4,660-22.3% |
| Participant deferral / active EE | $9,424 | $5,724+64.7% | $5,016+87.9% | $6,688+40.9% |
| Admin fee / account holder | $2,628 | $17,304-84.8% | $11,033-76.2% | $13,397-80.4% |