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 | $103,726 | $94,338+10.0% | $100,534+3.2% | $142,382-27.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 14.44% | 29.20%-14.8pp | 32.66%-18.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $6,346 | $4,237+49.8% | $4,346+46.0% | $4,299+47.6% |
| Participant deferral / active EE | $9,405 | $5,934+58.5% | $6,144+53.1% | $6,507+44.5% |
| Admin fee / account holder | $38,143 | $8,421+352.9% | $7,654+398.3% | $12,624+202.2% |