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 | $95,248 | $110,261-13.6% | $95,745-0.5% | $139,434-31.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.03% | 27.11%-11.1pp | 28.35%-12.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $4,071 | $3,257+25.0% | $2,835+43.6% | $4,751-14.3% |
| Participant deferral / active EE | $5,065 | $4,676+8.3% | $4,245+19.3% | $6,710-24.5% |
| Admin fee / account holder | $13,717 | $6,613+107.4% | $5,678+141.6% | $11,403+20.3% |