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 | $102,229 | $198,466-48.5% | $170,442-40.0% | $147,584-30.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 17.87% | 257.29%-239.4pp | 205.93%-188.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $3,655 | $6,184-40.9% | $5,433-32.7% | $4,876-25.1% |
| Participant deferral / active EE | $7,403 | $5,629+31.5% | $4,939+49.9% | $5,439+36.1% |
| Admin fee / account holder | $13,042 | $16,852-22.6% | $13,880-6.0% | $10,885+19.8% |