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 | $98,194 | $106,584-7.9% | $101,326-3.1% | $142,382-31.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.16% | 36.93%-23.8pp | 36.82%-23.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,958 | $3,956-50.5% | $3,665-46.6% | $4,299-54.5% |
| Participant deferral / active EE | $3,908 | $8,297-52.9% | $7,994-51.1% | $6,507-39.9% |
| Admin fee / account holder | $3,053 | $11,446-73.3% | $11,185-72.7% | $12,624-75.8% |