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 | $96,226 | $148,534-35.2% | $135,903-29.2% | $139,434-31.0% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 13.27% | 79.19%-65.9pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $3,613 | $5,243-31.1% | $4,856-25.6% | $4,751-24.0% |
| Participant deferral / active EE | $12,850 | $8,100+58.6% | $7,758+65.6% | $6,710+91.5% |
| Admin fee / account holder | $49,358 | $12,400+298.1% | $10,762+358.6% | $11,403+332.9% |