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 | $94,463 | $209,411-54.9% | $178,490-47.1% | $158,922-40.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 12.60% | 188.75%-176.2pp | 151.07%-138.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,376 | $5,706-23.3% | $5,011-12.7% | $4,761-8.1% |
| Participant deferral / active EE | $9,475 | $5,954+59.1% | $5,202+82.2% | $5,982+58.4% |
| Admin fee / account holder | $5,247 | $17,074-69.3% | $13,984-62.5% | $11,246-53.3% |