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 | $152,055 | $100,773+50.9% | $88,946+71.0% | $142,382+6.8% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 18.22% | 70.18%-52.0pp | 57.82%-39.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,146 | $2,918-60.7% | $2,555-55.2% | $4,299-73.3% |
| Participant deferral / active EE | $2,723 | $5,230-47.9% | $4,581-40.6% | $6,507-58.2% |
| Admin fee / account holder | $1,256 | $9,693-87.0% | $8,261-84.8% | $12,624-90.0% |