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 | $92,132 | $114,381-19.5% | $107,525-14.3% | $142,382-35.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 15.37% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,911 | $4,015-52.4% | $3,754-49.1% | $4,299-55.5% |
| Participant deferral / active EE | $8,243 | $5,564+48.1% | $5,116+61.1% | $6,507+26.7% |
| Admin fee / account holder | $570 | $9,860-94.2% | $8,919-93.6% | $12,624-95.5% |