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 7-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 | $108,230 | $165,335-34.5% | $149,696-27.7% | $158,922-31.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 44.43% | 348.15%-303.7pp | 276.60%-232.2pp | 302.83%-258.4pp |
| Employer contribution / active EE | $3,493 | $5,103-31.5% | $4,644-24.8% | $4,761-26.6% |
| Participant deferral / active EE | $6,697 | $7,181-6.7% | $6,842-2.1% | $5,982+12.0% |
| Admin fee / account holder | $6,207 | $10,807-42.6% | $9,309-33.3% | $11,246-44.8% |