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 | $148,322 | $209,832-29.3% | $189,513-21.7% | $167,490-11.4% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 12.04% | 748.27%-736.2pp | 555.15%-543.1pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,233 | $6,914-53.2% | $6,162-47.5% | $4,837-33.2% |
| Participant deferral / active EE | $4,063 | $8,935-54.5% | $8,221-50.6% | $6,341-35.9% |
| Admin fee / account holder | $26,665 | $14,293+86.6% | $12,045+121.4% | $12,309+116.6% |