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 9-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 | $97,494 | $181,894-46.4% | $156,549-37.7% | $273,961-64.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.98% | 30.74%-23.8pp | 32.23%-25.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,776 | $6,248-39.6% | $5,501-31.4% | $4,869-22.4% |
| Participant deferral / active EE | $8,089 | $5,550+45.7% | $4,871+66.1% | $5,287+53.0% |
| Admin fee / account holder | $15,496 | $15,559-0.4% | $13,027+18.9% | $10,132+52.9% |