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 | $127,641 | $149,734-14.8% | $118,925+7.3% | $158,922-19.7% |
| Participation rate | 90.0% | 82.1%+7.9pp | 75.4%+14.6pp | 82.0%+8.0pp |
| Annual return | 14.66% | 19.95%-5.3pp | 35.88%-21.2pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,939 | $4,115-52.9% | $3,263-40.6% | $4,761-59.3% |
| Participant deferral / active EE | $4,748 | $5,223-9.1% | $4,265+11.3% | $5,982-20.6% |
| Admin fee / account holder | $18,711 | $8,603+117.5% | $6,581+184.3% | $11,246+66.4% |