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 | $86,861 | $114,381-24.1% | $107,525-19.2% | $142,382-39.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 16.67% | 242.71%-226.0pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,136 | $4,015-46.8% | $3,754-43.1% | $4,299-50.3% |
| Participant deferral / active EE | $3,125 | $5,564-43.8% | $5,116-38.9% | $6,507-52.0% |
| Admin fee / account holder | $7,014 | $9,860-28.9% | $8,919-21.4% | $12,624-44.4% |