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 | $98,413 | $99,020-0.6% | $86,590+13.7% | $147,584-33.3% |
| Participation rate | 73.7% | 76.3%-2.7pp | 73.5%+0.1pp | 82.8%-9.1pp |
| Annual return | 12.70% | 1312.34%-1299.6pp | 964.84%-952.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,173 | $3,132-62.5% | $2,839-58.7% | $4,876-75.9% |
| Participant deferral / active EE | $3,530 | $3,972-11.1% | $3,609-2.2% | $5,439-35.1% |
| Admin fee / account holder | $421 | $5,710-92.6% | $4,906-91.4% | $10,885-96.1% |