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 | $79,144 | $91,538-13.5% | $129,995-39.1% | $75,163+5.3% |
| Participation rate | 98.0% | 71.4%+26.5pp | 78.5%+19.5pp | 67.2%+30.8pp |
| Annual return | 20.38% | -631.11%+651.5pp | -137.18%+157.6pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,163 | $2,845+11.2% | $4,320-26.8% | $2,670+18.5% |
| Participant deferral / active EE | $4,404 | $4,341+1.4% | $5,820-24.3% | $4,125+6.8% |
| Admin fee / account holder | $1,577 | $6,790-76.8% | $10,614-85.1% | $5,651-72.1% |