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 | $70,626 | $228,332-69.1% | $185,823-62.0% | $158,922-55.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.30% | 40.80%-26.5pp | 35.95%-21.6pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,686 | $4,967-66.0% | $4,087-58.7% | $4,761-64.6% |
| Participant deferral / active EE | $7,741 | $6,415+20.7% | $5,632+37.4% | $5,982+29.4% |
| Admin fee / account holder | $17,222 | $11,864+45.2% | $9,500+81.3% | $11,246+53.1% |