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 | $97,957 | $201,272-51.3% | $184,203-46.8% | $145,922-32.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.47% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,681 | $7,022-47.6% | $6,427-42.7% | $4,660-21.0% |
| Participant deferral / active EE | $4,762 | $9,806-51.4% | $9,131-47.9% | $6,688-28.8% |
| Admin fee / account holder | $12,385 | $16,364-24.3% | $13,901-10.9% | $13,397-7.6% |