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 | $96,420 | $106,515-9.5% | $96,683-0.3% | $139,434-30.8% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 16.86% | 38.43%-21.6pp | 35.69%-18.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,041 | $4,103-50.3% | $3,737-45.4% | $4,751-57.0% |
| Participant deferral / active EE | $5,192 | $5,454-4.8% | $4,878+6.4% | $6,710-22.6% |
| Admin fee / account holder | $2,662 | $7,877-66.2% | $6,730-60.4% | $11,403-76.7% |