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 9-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 | $93,678 | $121,625-23.0% | $104,607-10.4% | $158,922-41.1% |
| Participation rate | 78.9% | 77.5%+1.4pp | 74.1%+4.9pp | 82.0%-3.0pp |
| Annual return | 20.17% | 465.26%-445.1pp | 340.46%-320.3pp | 302.83%-282.7pp |
| Employer contribution / active EE | $826 | $3,163-73.9% | $2,681-69.2% | $4,761-82.6% |
| Participant deferral / active EE | $3,881 | $4,177-7.1% | $3,740+3.8% | $5,982-35.1% |
| Admin fee / account holder | $6,713 | $7,787-13.8% | $6,473+3.7% | $11,246-40.3% |