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 | $107,602 | $179,726-40.1% | $156,263-31.1% | $142,382-24.4% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.9%+11.6pp | 80.1%+10.4pp |
| Annual return | 15.46% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,682 | $5,069-47.1% | $4,333-38.1% | $4,299-37.6% |
| Participant deferral / active EE | $3,782 | $6,956-45.6% | $6,158-38.6% | $6,507-41.9% |
| Admin fee / account holder | $2,086 | $17,272-87.9% | $14,255-85.4% | $12,624-83.5% |