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 | $100,983 | $124,319-18.8% | $111,297-9.3% | $167,490-39.7% |
| Participation rate | 91.7% | 79.6%+12.1pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 16.77% | 37.44%-20.7pp | 54.65%-37.9pp | 478.56%-461.8pp |
| Employer contribution / active EE | $4,897 | $3,435+42.5% | $2,731+79.3% | $4,837+1.2% |
| Participant deferral / active EE | $4,463 | $5,180-13.9% | $4,487-0.5% | $6,341-29.6% |
| Admin fee / account holder | $22,079 | $10,618+107.9% | $7,964+177.2% | $12,309+79.4% |