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 | $78,208 | $89,753-12.9% | $107,525-27.3% | $84,808-7.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.67% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,067 | $3,113+30.6% | $3,754+8.4% | $2,631+54.6% |
| Participant deferral / active EE | $3,071 | $4,056-24.3% | $5,116-40.0% | $4,212-27.1% |
| Admin fee / account holder | $10,881 | $7,222+50.7% | $8,919+22.0% | $7,344+48.2% |