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 | $95,866 | $102,605-6.6% | $145,661-34.2% | $84,808+13.0% |
| Participation rate | 96.2% | 74.3%+21.9pp | 77.2%+18.9pp | 68.3%+27.8pp |
| Annual return | 16.45% | 26.50%-10.1pp | 101.46%-85.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $6,659 | $3,325+100.3% | $4,238+57.1% | $2,631+153.1% |
| Participant deferral / active EE | $4,343 | $5,750-24.5% | $7,198-39.7% | $4,212+3.1% |
| Admin fee / account holder | $2,790 | $8,758-68.1% | $12,466-77.6% | $7,344-62.0% |