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 | $123,663 | $135,952-9.0% | $123,892-0.2% | $273,961-54.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.08% | 56.63%-51.5pp | 47.52%-42.4pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,885 | $5,170-44.2% | $4,617-37.5% | $4,869-40.7% |
| Participant deferral / active EE | $2,050 | $6,343-67.7% | $5,984-65.7% | $5,287-61.2% |
| Admin fee / account holder | $22,949 | $9,817+133.8% | $8,357+174.6% | $10,132+126.5% |