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 | $116,081 | $228,332-49.2% | $185,823-37.5% | $158,922-27.0% |
| Participation rate | 93.8% | 82.3%+11.5pp | 78.0%+15.7pp | 82.0%+11.8pp |
| Annual return | 13.41% | 40.80%-27.4pp | 35.95%-22.5pp | 302.83%-289.4pp |
| Employer contribution / active EE | $7,142 | $4,967+43.8% | $4,087+74.7% | $4,761+50.0% |
| Participant deferral / active EE | $15,433 | $6,415+140.6% | $5,632+174.0% | $5,982+158.0% |
| Admin fee / account holder | $13,043 | $11,864+9.9% | $9,500+37.3% | $11,246+16.0% |