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 | $98,171 | $198,466-50.5% | $170,442-42.4% | $147,584-33.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.20% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $3,060 | $6,184-50.5% | $5,433-43.7% | $4,876-37.3% |
| Participant deferral / active EE | $6,260 | $5,629+11.2% | $4,939+26.7% | $5,439+15.1% |
| Admin fee / account holder | $551 | $16,852-96.7% | $13,880-96.0% | $10,885-94.9% |