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 | $84,434 | $114,381-26.2% | $107,525-21.5% | $142,382-40.7% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 14.46% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $8,445 | $4,015+110.4% | $3,754+125.0% | $4,299+96.4% |
| Participant deferral / active EE | $5,125 | $5,564-7.9% | $5,116+0.2% | $6,507-21.2% |
| Admin fee / account holder | $1,456 | $9,860-85.2% | $8,919-83.7% | $12,624-88.5% |