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 | $95,628 | $201,272-52.5% | $184,203-48.1% | $145,922-34.5% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 12.45% | 29.00%-16.6pp | 28.81%-16.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,380 | $7,022-66.1% | $6,427-63.0% | $4,660-48.9% |
| Participant deferral / active EE | $4,774 | $9,806-51.3% | $9,131-47.7% | $6,688-28.6% |
| Admin fee / account holder | $963 | $16,364-94.1% | $13,901-93.1% | $13,397-92.8% |