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 | $92,667 | $148,534-37.6% | $135,903-31.8% | $139,434-33.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.58% | 79.19%-61.6pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,205 | $5,243-57.9% | $4,856-54.6% | $4,751-53.6% |
| Participant deferral / active EE | $7,869 | $8,100-2.9% | $7,758+1.4% | $6,710+17.3% |
| Admin fee / account holder | $521 | $12,400-95.8% | $10,762-95.2% | $11,403-95.4% |