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 | $92,812 | $176,056-47.3% | $159,436-41.8% | $167,490-44.6% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 11.45% | 331.75%-320.3pp | 263.57%-252.1pp | 478.56%-467.1pp |
| Employer contribution / active EE | $3,851 | $5,297-27.3% | $4,829-20.3% | $4,837-20.4% |
| Participant deferral / active EE | $6,601 | $7,750-14.8% | $7,352-10.2% | $6,341+4.1% |
| Admin fee / account holder | $11,386 | $12,554-9.3% | $10,799+5.4% | $12,309-7.5% |