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 | $102,841 | $107,334-4.2% | $92,893+10.7% | $152,861-32.7% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.4%+12.6pp |
| Annual return | 16.02% | 145.58%-129.6pp | 109.41%-93.4pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,806 | $4,221-57.2% | $3,653-50.6% | $4,762-62.1% |
| Participant deferral / active EE | $3,894 | $4,845-19.6% | $4,236-8.1% | $5,850-33.4% |
| Admin fee / account holder | $9,087 | $7,079+28.4% | $5,794+56.8% | $11,596-21.6% |