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 | $81,186 | $154,117-47.3% | $129,995-37.5% | $139,434-41.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.98% | 32.48%-9.5pp | -137.18%+160.2pp | 372.94%-350.0pp |
| Employer contribution / active EE | $4,431 | $5,289-16.2% | $4,320+2.6% | $4,751-6.7% |
| Participant deferral / active EE | $12,041 | $6,710+79.5% | $5,820+106.9% | $6,710+79.5% |
| Admin fee / account holder | $7,170 | $14,007-48.8% | $10,614-32.5% | $11,403-37.1% |