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 | $97,998 | $217,402-54.9% | $185,823-47.3% | $167,490-41.5% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 12.36% | 148.36%-136.0pp | 122.05%-109.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,666 | $5,873-54.6% | $5,167-48.4% | $4,837-44.9% |
| Participant deferral / active EE | $6,401 | $6,356+0.7% | $5,568+15.0% | $6,341+0.9% |
| Admin fee / account holder | $4,124 | $19,811-79.2% | $16,237-74.6% | $12,309-66.5% |