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 | $84,203 | $165,335-49.1% | $149,696-43.8% | $158,922-47.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.67% | 348.15%-339.5pp | 276.60%-267.9pp | 302.83%-294.2pp |
| Employer contribution / active EE | $2,884 | $5,103-43.5% | $4,644-37.9% | $4,761-39.4% |
| Participant deferral / active EE | $14,003 | $7,181+95.0% | $6,842+104.7% | $5,982+134.1% |
| Admin fee / account holder | $730 | $10,807-93.2% | $9,309-92.2% | $11,246-93.5% |