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 | $89,280 | $197,591-54.8% | $177,821-49.8% | $158,922-43.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.20% | 58.76%-40.6pp | 48.32%-30.1pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,313 | $6,697-65.5% | $5,918-60.9% | $4,761-51.4% |
| Participant deferral / active EE | $3,429 | $8,405-59.2% | $7,714-55.6% | $5,982-42.7% |
| Admin fee / account holder | $1,946 | $15,399-87.4% | $12,427-84.3% | $11,246-82.7% |