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 | $182,357 | $201,272-9.4% | $184,203-1.0% | $145,922+25.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.19% | 29.00%-17.8pp | 28.81%-17.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,034 | $7,022-56.8% | $6,427-52.8% | $4,660-34.9% |
| Participant deferral / active EE | $4,482 | $9,806-54.3% | $9,131-50.9% | $6,688-33.0% |
| Admin fee / account holder | $16,915 | $16,364+3.4% | $13,901+21.7% | $13,397+26.3% |