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 | $91,786 | $99,341-7.6% | $84,750+8.3% | $273,961-66.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.73% | 22.93%-8.2pp | 22.78%-8.1pp | 41.45%-26.7pp |
| Employer contribution / active EE | $28,193 | $4,214+569.1% | $3,574+688.8% | $4,869+479.1% |
| Participant deferral / active EE | $16,667 | $4,269+290.4% | $3,712+349.0% | $5,287+215.2% |
| Admin fee / account holder | $917 | $6,644-86.2% | $5,332-82.8% | $10,132-90.9% |