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 | $85,001 | $95,416-10.9% | $185,823-54.3% | $85,850-1.0% |
| Participation rate | 88.4% | 68.8%+19.6pp | 81.7%+6.7pp | 69.3%+19.1pp |
| Annual return | 12.52% | 23.59%-11.1pp | 122.05%-109.5pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,532 | $3,314-23.6% | $5,167-51.0% | $2,565-1.3% |
| Participant deferral / active EE | $4,295 | $3,423+25.5% | $5,568-22.9% | $3,952+8.7% |
| Admin fee / account holder | $3,320 | $7,213-54.0% | $16,237-79.6% | $6,260-47.0% |