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 | $93,378 | $105,126-11.2% | $94,646-1.3% | $139,434-33.0% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 13.20% | 38.03%-24.8pp | 156.71%-143.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $10,118 | $4,106+146.5% | $3,672+175.5% | $4,751+113.0% |
| Participant deferral / active EE | $2,572 | $7,599-66.1% | $7,418-65.3% | $6,710-61.7% |
| Admin fee / account holder | $3,327 | $8,984-63.0% | $7,231-54.0% | $11,403-70.8% |