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 | $100,987 | $127,065-20.5% | $113,168-10.8% | $142,382-29.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.72% | 24.03%-6.3pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,122 | $3,442-38.4% | $2,975-28.7% | $4,299-50.6% |
| Participant deferral / active EE | $3,986 | $5,716-30.3% | $5,107-21.9% | $6,507-38.7% |
| Admin fee / account holder | $13,300 | $15,736-15.5% | $12,068+10.2% | $12,624+5.4% |