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 | $94,736 | $102,317-7.4% | $146,958-35.5% | $80,856+17.2% |
| Participation rate | 86.9% | 75.8%+11.1pp | 82.2%+4.7pp | 67.6%+19.2pp |
| Annual return | 15.62% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,511 | $3,713-32.4% | $4,933-49.1% | $2,755-8.9% |
| Participant deferral / active EE | $8,621 | $6,644+29.8% | $8,070+6.8% | $4,296+100.7% |
| Admin fee / account holder | $8,509 | $7,941+7.1% | $12,998-34.5% | $6,918+23.0% |