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 | $73,669 | $89,753-17.9% | $107,525-31.5% | $84,808-13.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.97% | 29.48%-10.5pp | 181.32%-162.4pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,462 | $3,113-20.9% | $3,754-34.4% | $2,631-6.4% |
| Participant deferral / active EE | $4,289 | $4,056+5.7% | $5,116-16.2% | $4,212+1.8% |
| Admin fee / account holder | $5,975 | $7,222-17.3% | $8,919-33.0% | $7,344-18.6% |