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 | $103,687 | $77,419+33.9% | $69,455+49.3% | $152,861-32.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.4%-2.4pp |
| Annual return | 23.32% | 39.06%-15.7pp | 28.97%-5.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,827 | $4,414+32.0% | $3,535+64.8% | $5,850-0.4% |
| Admin fee / account holder | $6,141 | $6,207-1.1% | $3,839+59.9% | $11,596-47.0% |