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 | $87,434 | $198,466-55.9% | $170,442-48.7% | $147,584-40.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.71% | 257.29%-242.6pp | 205.93%-191.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $6,109 | $6,184-1.2% | $5,433+12.4% | $4,876+25.3% |
| Participant deferral / active EE | $6,185 | $5,629+9.9% | $4,939+25.2% | $5,439+13.7% |
| Admin fee / account holder | $1,017 | $16,852-94.0% | $13,880-92.7% | $10,885-90.7% |