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 | $68,315 | $135,952-49.8% | $123,892-44.9% | $273,961-75.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.01% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,284 | $5,170-55.8% | $4,617-50.5% | $4,869-53.1% |
| Participant deferral / active EE | $8,578 | $6,343+35.2% | $5,984+43.3% | $5,287+62.2% |
| Admin fee / account holder | $16,428 | $9,817+67.3% | $8,357+96.6% | $10,132+62.1% |