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 | $90,716 | $124,281-27.0% | $109,143-16.9% | $167,490-45.8% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 10.87% | 26.04%-15.2pp | 25.75%-14.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,080 | $4,207-74.3% | $3,722-71.0% | $4,837-77.7% |
| Participant deferral / active EE | $4,618 | $5,255-12.1% | $4,653-0.8% | $6,341-27.2% |
| Admin fee / account holder | $3,863 | $7,970-51.5% | $6,752-42.8% | $12,309-68.6% |