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 | $84,642 | $129,942-34.9% | $104,294-18.8% | $134,475-37.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.22% | 42.03%-41.8pp | 24.61%-24.4pp | 417.96%-417.7pp |
| Employer contribution / active EE | $816 | $4,184-80.5% | $3,372-75.8% | $4,740-82.8% |
| Participant deferral / active EE | $6,283 | $5,588+12.4% | $4,625+35.9% | $6,400-1.8% |
| Admin fee / account holder | $1,760 | $9,323-81.1% | $7,339-76.0% | $11,426-84.6% |