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 | $97,768 | $162,781-39.9% | $133,956-27.0% | $158,922-38.5% |
| Participation rate | 90.5% | 83.2%+7.3pp | 79.8%+10.6pp | 82.0%+8.5pp |
| Annual return | 10.93% | 41.94%-31.0pp | 45.09%-34.2pp | 302.83%-291.9pp |
| Employer contribution / active EE | $5,965 | $4,975+19.9% | $3,919+52.2% | $4,761+25.3% |
| Participant deferral / active EE | $10,284 | $5,911+74.0% | $5,048+103.7% | $5,982+71.9% |
| Admin fee / account holder | $23,791 | $11,736+102.7% | $8,927+166.5% | $11,246+111.6% |