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 | $114,830 | $201,272-42.9% | $184,203-37.7% | $145,922-21.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.85% | 29.00%-16.2pp | 28.81%-16.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $7,190 | $7,022+2.4% | $6,427+11.9% | $4,660+54.3% |
| Participant deferral / active EE | $11,581 | $9,806+18.1% | $9,131+26.8% | $6,688+73.2% |
| Admin fee / account holder | $8,778 | $16,364-46.4% | $13,901-36.9% | $13,397-34.5% |