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 | $95,892 | $154,365-37.9% | $130,231-26.4% | $139,434-31.2% |
| Participation rate | 94.1% | 79.9%+14.2pp | 76.3%+17.8pp | 80.3%+13.8pp |
| Annual return | 11.78% | 30.34%-18.6pp | 38.77%-27.0pp | 372.94%-361.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,606 | $8,498-45.8% | $6,799-32.2% | $6,710-31.4% |
| Admin fee / account holder | $47,862 | $9,214+419.5% | $6,020+695.1% | $11,403+319.8% |