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 | $121,962 | $118,450+3.0% | $98,439+23.9% | $139,434-12.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.12% | 18.94%-1.8pp | 21.16%-4.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,550 | $3,609-57.1% | $3,048-49.1% | $4,751-67.4% |
| Participant deferral / active EE | $3,011 | $5,392-44.2% | $4,738-36.5% | $6,710-55.1% |
| Admin fee / account holder | $2,285 | $14,026-83.7% | $8,948-74.5% | $11,403-80.0% |