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 | $151,853 | $209,411-27.5% | $178,490-14.9% | $158,922-4.4% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 13.95% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $4,667 | $5,706-18.2% | $5,011-6.9% | $4,761-2.0% |
| Participant deferral / active EE | $3,516 | $5,954-40.9% | $5,202-32.4% | $5,982-41.2% |
| Admin fee / account holder | $4,952 | $17,074-71.0% | $13,984-64.6% | $11,246-56.0% |