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 | $88,408 | $99,079-10.8% | $77,999+13.3% | $273,961-67.7% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 2.99% | 217.93%-214.9pp | 425.96%-423.0pp | 41.45%-38.5pp |
| Employer contribution / active EE | $817 | $3,308-75.3% | $2,470-66.9% | $4,869-83.2% |
| Participant deferral / active EE | $5,198 | $4,306+20.7% | $3,497+48.6% | $5,287-1.7% |
| Admin fee / account holder | $1,775 | $8,954-80.2% | $5,480-67.6% | $10,132-82.5% |