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 | $79,214 | $110,257-28.2% | $96,544-17.9% | $139,434-43.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.96% | 26.32%-11.4pp | 25.84%-10.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,608 | $3,620-27.9% | $2,965-12.0% | $4,751-45.1% |
| Participant deferral / active EE | $5,098 | $5,548-8.1% | $4,851+5.1% | $6,710-24.0% |
| Admin fee / account holder | $22,443 | $11,591+93.6% | $8,252+172.0% | $11,403+96.8% |