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 | $91,011 | $101,069-10.0% | $81,478+11.7% | $147,584-38.3% |
| Participation rate | 71.4% | 74.5%-3.0pp | 68.0%+3.5pp | 82.8%-11.4pp |
| Annual return | 12.46% | 32.40%-19.9pp | 38.78%-26.3pp | 578.55%-566.1pp |
| Employer contribution / active EE | $4,162 | $3,205+29.9% | $2,568+62.1% | $4,876-14.7% |
| Participant deferral / active EE | $5,343 | $4,242+26.0% | $3,537+51.1% | $5,439-1.8% |
| Admin fee / account holder | $70,040 | $5,812+1105.1% | $4,561+1435.6% | $10,885+543.4% |