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 | $82,864 | $159,602-48.1% | $150,045-44.8% | $142,382-41.8% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 21.02% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,414 | $4,961-51.3% | $4,693-48.6% | $4,299-43.8% |
| Participant deferral / active EE | $8,885 | $8,310+6.9% | $7,997+11.1% | $6,507+36.5% |
| Admin fee / account holder | $9,168 | $14,846-38.2% | $13,435-31.8% | $12,624-27.4% |