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 | $109,946 | $197,591-44.4% | $177,821-38.2% | $158,922-30.8% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 21.25% | 58.76%-37.5pp | 48.32%-27.1pp | 302.83%-281.6pp |
| Employer contribution / active EE | $13,990 | $6,697+108.9% | $5,918+136.4% | $4,761+193.8% |
| Participant deferral / active EE | $7,360 | $8,405-12.4% | $7,714-4.6% | $5,982+23.0% |
| Admin fee / account holder | $1,221 | $15,399-92.1% | $12,427-90.2% | $11,246-89.1% |