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 | $148,103 | $201,272-26.4% | $184,203-19.6% | $145,922+1.5% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 18.60% | 29.00%-10.4pp | 28.81%-10.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $5,639 | $7,022-19.7% | $6,427-12.3% | $4,660+21.0% |
| Participant deferral / active EE | $10,440 | $9,806+6.5% | $9,131+14.3% | $6,688+56.1% |
| Admin fee / account holder | $16,518 | $16,364+0.9% | $13,901+18.8% | $13,397+23.3% |