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 | $88,044 | $112,096-21.5% | $95,952-8.2% | $158,922-44.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.52% | 171.09%-162.6pp | 91.61%-83.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,809 | $3,198-43.4% | $2,541-28.8% | $4,761-62.0% |
| Participant deferral / active EE | $2,838 | $4,784-40.7% | $4,167-31.9% | $5,982-52.6% |
| Admin fee / account holder | $3,366 | $10,130-66.8% | $6,795-50.5% | $11,246-70.1% |