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 | $95,609 | $99,985-4.4% | $146,665-34.8% | $85,850+11.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.86% | 18.93%-5.1pp | 22.74%-8.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $3,974 | $2,559+55.3% | $4,136-3.9% | $2,565+54.9% |
| Participant deferral / active EE | $4,266 | $4,006+6.5% | $5,506-22.5% | $3,952+7.9% |
| Admin fee / account holder | $1,564 | $7,702-79.7% | $10,280-84.8% | $6,260-75.0% |