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 | $86,340 | $86,286+0.1% | $111,297-22.4% | $85,850+0.6% |
| Participation rate | 93.9% | 73.3%+20.6pp | 77.3%+16.6pp | 69.3%+24.6pp |
| Annual return | 12.86% | 19.99%-7.1pp | 54.65%-41.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,141 | $2,043+4.8% | $2,731-21.6% | $2,565-16.5% |
| Participant deferral / active EE | $6,392 | $3,641+75.6% | $4,487+42.4% | $3,952+61.7% |
| Admin fee / account holder | $7,563 | $8,188-7.6% | $7,964-5.0% | $6,260+20.8% |