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 | $88,681 | $181,894-51.2% | $156,549-43.4% | $273,961-67.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.88% | 30.74%-22.9pp | 32.23%-24.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,604 | $6,248-58.3% | $5,501-52.7% | $4,869-46.5% |
| Participant deferral / active EE | $9,638 | $5,550+73.7% | $4,871+97.9% | $5,287+82.3% |
| Admin fee / account holder | $3,662 | $15,559-76.5% | $13,027-71.9% | $10,132-63.9% |