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 | $147,025 | $165,335-11.1% | $149,696-1.8% | $158,922-7.5% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 15.31% | 348.15%-332.8pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $4,907 | $5,103-3.8% | $4,644+5.7% | $4,761+3.1% |
| Participant deferral / active EE | $11,101 | $7,181+54.6% | $6,842+62.3% | $5,982+85.6% |
| Admin fee / account holder | $56,775 | $10,807+425.4% | $9,309+509.9% | $11,246+404.9% |