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 | $136,031 | $198,466-31.5% | $170,442-20.2% | $147,584-7.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.78% | 257.29%-240.5pp | 205.93%-189.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $5,779 | $6,184-6.5% | $5,433+6.4% | $4,876+18.5% |
| Participant deferral / active EE | $3,651 | $5,629-35.1% | $4,939-26.1% | $5,439-32.9% |
| Admin fee / account holder | $2,142 | $16,852-87.3% | $13,880-84.6% | $10,885-80.3% |