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 | $80,452 | $114,381-29.7% | $107,525-25.2% | $142,382-43.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 14.57% | 242.71%-228.1pp | 181.32%-166.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,739 | $4,015-56.7% | $3,754-53.7% | $4,299-59.6% |
| Participant deferral / active EE | $2,843 | $5,564-48.9% | $5,116-44.4% | $6,507-56.3% |
| Admin fee / account holder | $4,285 | $9,860-56.5% | $8,919-52.0% | $12,624-66.1% |