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 | $98,955 | $103,376-4.3% | $87,100+13.6% | $152,861-35.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 14.49% | 28.10%-13.6pp | 28.19%-13.7pp | 345.32%-330.8pp |
| Employer contribution / active EE | $2,078 | $3,220-35.5% | $2,521-17.6% | $4,762-56.4% |
| Participant deferral / active EE | $5,792 | $4,778+21.2% | $4,049+43.1% | $5,850-1.0% |
| Admin fee / account holder | $1,044 | $12,205-91.4% | $7,497-86.1% | $11,596-91.0% |