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 | $107,365 | $95,266+12.7% | $82,389+30.3% | $142,382-24.6% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 11.11% | 25.74%-14.6pp | 28.67%-17.6pp | 217.08%-206.0pp |
| Employer contribution / active EE | $6,754 | $2,991+125.8% | $2,517+168.3% | $4,299+57.1% |
| Participant deferral / active EE | $4,457 | $4,809-7.3% | $4,155+7.3% | $6,507-31.5% |
| Admin fee / account holder | $241,322 | $8,563+2718.0% | $7,231+3237.5% | $12,624+1811.7% |