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 | $100,229 | $106,515-5.9% | $96,683+3.7% | $139,434-28.1% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 31.50% | 38.43%-6.9pp | 35.69%-4.2pp | 372.94%-341.4pp |
| Employer contribution / active EE | $9,209 | $4,103+124.4% | $3,737+146.4% | $4,751+93.8% |
| Participant deferral / active EE | $9,057 | $5,454+66.1% | $4,878+85.7% | $6,710+35.0% |
| Admin fee / account holder | $3,928 | $7,877-50.1% | $6,730-41.6% | $11,403-65.5% |