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 | $87,151 | $88,083-1.1% | $164,813-47.1% | $74,495+17.0% |
| Participation rate | 94.1% | 73.0%+21.1pp | 78.6%+15.5pp | 67.2%+26.9pp |
| Annual return | 20.05% | 17.26%+2.8pp | 69.93%-49.9pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $1,461 | $2,593-43.6% | $4,341-66.3% | $2,623-44.3% |
| Participant deferral / active EE | $5,846 | $4,498+30.0% | $6,031-3.1% | $4,346+34.5% |
| Admin fee / account holder | $2,018 | $2,234-9.7% | $12,690-84.1% | $1,942+3.9% |