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 9-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 | $99,226 | $85,790+15.7% | $67,313+47.4% | $135,375-26.7% |
| Participation rate | 76.2% | 76.5%-0.3pp | 69.1%+7.1pp | 82.6%-6.5pp |
| Annual return | 9.38% | -0.54%+9.9pp | -4.08%+13.5pp | 519.73%-510.4pp |
| Employer contribution / active EE | $1,019 | $3,487-70.8% | $2,566-60.3% | $4,779-78.7% |
| Participant deferral / active EE | $6,794 | $4,651+46.1% | $3,568+90.4% | $5,609+21.1% |
| Admin fee / account holder | $25,399 | $6,392+297.3% | $4,507+463.6% | $10,827+134.6% |