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 | $122,080 | $157,256-22.4% | $141,162-13.5% | $152,861-20.1% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.4%+7.0pp |
| Annual return | 22.79% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,869 | $5,261-26.5% | $4,735-18.3% | $4,762-18.8% |
| Participant deferral / active EE | $7,180 | $7,109+1.0% | $6,709+7.0% | $5,850+22.7% |
| Admin fee / account holder | $8,681 | $12,120-28.4% | $10,261-15.4% | $11,596-25.1% |