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 | $131,793 | $106,515+23.7% | $96,683+36.3% | $139,434-5.5% |
| Participation rate | 90.5% | 77.8%+12.6pp | 74.3%+16.1pp | 80.3%+10.2pp |
| Annual return | 13.86% | 38.43%-24.6pp | 35.69%-21.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,704 | $4,103-9.7% | $3,737-0.9% | $4,751-22.0% |
| Participant deferral / active EE | $7,796 | $5,454+42.9% | $4,878+59.8% | $6,710+16.2% |
| Admin fee / account holder | $2,535 | $7,877-67.8% | $6,730-62.3% | $11,403-77.8% |