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 | $88,403 | $183,963-51.9% | $162,163-45.5% | $152,861-42.2% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.6%+1.9pp | 82.4%+7.0pp |
| Annual return | 16.24% | 150.76%-134.5pp | 115.59%-99.3pp | 345.32%-329.1pp |
| Employer contribution / active EE | $3,247 | $6,371-49.0% | $5,614-42.2% | $4,762-31.8% |
| Participant deferral / active EE | $6,070 | $8,034-24.4% | $7,298-16.8% | $5,850+3.8% |
| Admin fee / account holder | $11,122 | $13,121-15.2% | $10,843+2.6% | $11,596-4.1% |