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 | $86,617 | $93,571-7.4% | $135,903-36.3% | $75,163+15.2% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 22.20% | 30.90%-8.7pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $5,278 | $3,537+49.2% | $4,856+8.7% | $2,670+97.7% |
| Participant deferral / active EE | $10,530 | $6,404+64.4% | $7,758+35.7% | $4,125+155.3% |
| Admin fee / account holder | $3,288 | $6,975-52.9% | $10,762-69.4% | $5,651-41.8% |