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 | $98,687 | $157,256-37.2% | $141,162-30.1% | $152,861-35.4% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 17.80% | 64.32%-46.5pp | 71.39%-53.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,717 | $5,261-48.4% | $4,735-42.6% | $4,762-42.9% |
| Participant deferral / active EE | $4,375 | $7,109-38.5% | $6,709-34.8% | $5,850-25.2% |
| Admin fee / account holder | $4,960 | $12,120-59.1% | $10,261-51.7% | $11,596-57.2% |