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 | $87,336 | $201,272-56.6% | $184,203-52.6% | $145,922-40.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.50% | 29.00%-16.5pp | 28.81%-16.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $4,404 | $7,022-37.3% | $6,427-31.5% | $4,660-5.5% |
| Participant deferral / active EE | $6,679 | $9,806-31.9% | $9,131-26.9% | $6,688-0.1% |
| Admin fee / account holder | $3,626 | $16,364-77.8% | $13,901-73.9% | $13,397-72.9% |