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 | $94,651 | $157,256-39.8% | $141,162-32.9% | $152,861-38.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.48% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,358 | $5,261-55.2% | $4,735-50.2% | $4,762-50.5% |
| Participant deferral / active EE | $9,897 | $7,109+39.2% | $6,709+47.5% | $5,850+69.2% |
| Admin fee / account holder | $692 | $12,120-94.3% | $10,261-93.3% | $11,596-94.0% |