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 | $87,293 | $109,982-20.6% | $97,226-10.2% | $145,922-40.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 9.48% | 242.90%-233.4pp | 75.13%-65.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,678 | $3,084-45.6% | $2,729-38.5% | $4,660-64.0% |
| Participant deferral / active EE | $5,597 | $4,676+19.7% | $4,264+31.3% | $6,688-16.3% |
| Admin fee / account holder | $7,110 | $6,221+14.3% | $5,654+25.8% | $13,397-46.9% |