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 8-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 | $94,200 | $176,056-46.5% | $159,436-40.9% | $167,490-43.8% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 13.35% | 331.75%-318.4pp | 263.57%-250.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,467 | $5,297-53.4% | $4,829-48.9% | $4,837-49.0% |
| Participant deferral / active EE | $9,281 | $7,750+19.8% | $7,352+26.2% | $6,341+46.4% |
| Admin fee / account holder | $1,307 | $12,554-89.6% | $10,799-87.9% | $12,309-89.4% |