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 | $98,168 | $148,534-33.9% | $135,903-27.8% | $139,434-29.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.14% | 79.19%-61.1pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $9,960 | $5,243+90.0% | $4,856+105.1% | $4,751+109.7% |
| Participant deferral / active EE | $15,813 | $8,100+95.2% | $7,758+103.8% | $6,710+135.7% |
| Admin fee / account holder | $14,263 | $12,400+15.0% | $10,762+32.5% | $11,403+25.1% |