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 8-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 | $105,506 | $117,841-10.5% | $102,423+3.0% | $145,922-27.7% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 11.12% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $4,134 | $3,615+14.4% | $3,023+36.8% | $4,660-11.3% |
| Participant deferral / active EE | $9,587 | $5,731+67.3% | $5,053+89.7% | $6,688+43.4% |
| Admin fee / account holder | $3,416 | $13,326-74.4% | $9,451-63.9% | $13,397-74.5% |