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 | $128,261 | $176,812-27.5% | $146,665-12.5% | $167,490-23.4% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 10.03% | 24.03%-14.0pp | 22.74%-12.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,499 | $5,160-71.0% | $4,136-63.8% | $4,837-69.0% |
| Participant deferral / active EE | $4,792 | $6,440-25.6% | $5,506-13.0% | $6,341-24.4% |
| Admin fee / account holder | $12,442 | $13,259-6.2% | $10,280+21.0% | $12,309+1.1% |