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 | $143,464 | $118,450+21.1% | $98,439+45.7% | $139,434+2.9% |
| Participation rate | 78.9% | 77.4%+1.5pp | 75.2%+3.8pp | 80.3%-1.4pp |
| Annual return | 13.34% | 18.94%-5.6pp | 21.16%-7.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,690 | $3,609-53.2% | $3,048-44.5% | $4,751-64.4% |
| Participant deferral / active EE | $5,616 | $5,392+4.2% | $4,738+18.5% | $6,710-16.3% |
| Admin fee / account holder | $3,481 | $14,026-75.2% | $8,948-61.1% | $11,403-69.5% |