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 | $95,253 | $117,983-19.3% | $101,794-6.4% | $142,382-33.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.24% | 36.92%-18.7pp | 30.53%-12.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,653 | $2,773-40.4% | $2,289-27.8% | $4,299-61.5% |
| Participant deferral / active EE | $3,465 | $4,714-26.5% | $4,084-15.2% | $6,507-46.8% |
| Admin fee / account holder | $1,824 | $10,433-82.5% | $8,777-79.2% | $12,624-85.5% |