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 | $95,979 | $127,065-24.5% | $113,168-15.2% | $142,382-32.6% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 10.21% | 24.03%-13.8pp | 24.27%-14.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,846 | $3,442-46.4% | $2,975-38.0% | $4,299-57.1% |
| Participant deferral / active EE | $6,836 | $5,716+19.6% | $5,107+33.9% | $6,507+5.1% |
| Admin fee / account holder | $448 | $15,736-97.2% | $12,068-96.3% | $12,624-96.5% |