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 | $95,499 | $165,335-42.2% | $149,696-36.2% | $158,922-39.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.97% | 348.15%-334.2pp | 276.60%-262.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,979 | $5,103-61.2% | $4,644-57.4% | $4,761-58.4% |
| Participant deferral / active EE | $4,405 | $7,181-38.7% | $6,842-35.6% | $5,982-26.4% |
| Admin fee / account holder | $4,134 | $10,807-61.7% | $9,309-55.6% | $11,246-63.2% |