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 | $122,136 | $177,572-31.2% | $154,803-21.1% | $142,382-14.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 15.83% | 65.07%-49.2pp | 58.88%-43.1pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,444 | $4,810-28.4% | $4,305-20.0% | $4,299-19.9% |
| Participant deferral / active EE | $11,356 | $6,272+81.1% | $5,540+105.0% | $6,507+74.5% |
| Admin fee / account holder | $11,102 | $16,786-33.9% | $14,329-22.5% | $12,624-12.1% |