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 | $80,019 | $175,202-54.3% | $149,673-46.5% | $139,434-42.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.95% | 166.71%-154.8pp | 134.42%-122.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $4,844 | $5,474-11.5% | $4,818+0.5% | $4,751+2.0% |
| Participant deferral / active EE | $4,597 | $6,519-29.5% | $5,680-19.1% | $6,710-31.5% |
| Admin fee / account holder | $13,404 | $16,150-17.0% | $13,210+1.5% | $11,403+17.6% |