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 | $80,043 | $57,976+38.1% | $62,995+27.1% | $62,292+28.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.45% | 17.54%-5.1pp | 87.57%-75.1pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,756 | $2,415-27.3% | $2,759-36.3% | $2,042-14.0% |
| Participant deferral / active EE | $1,728 | $2,956-41.6% | $3,329-48.1% | $3,169-45.5% |
| Admin fee / account holder | $1,187 | $276+330.6% | $3,600-67.0% | $479+147.7% |