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 | $121,723 | $148,534-18.1% | $135,903-10.4% | $139,434-12.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.21% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,917 | $5,243-25.3% | $4,856-19.3% | $4,751-17.6% |
| Participant deferral / active EE | $21,107 | $8,100+160.6% | $7,758+172.1% | $6,710+214.6% |
| Admin fee / account holder | $1,425 | $12,400-88.5% | $10,762-86.8% | $11,403-87.5% |