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 | $129,927 | $110,257+17.8% | $96,544+34.6% | $139,434-6.8% |
| Participation rate | 86.7% | 78.1%+8.6pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 19.31% | 26.32%-7.0pp | 25.84%-6.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,334 | $3,620-7.9% | $2,965+12.4% | $4,751-29.8% |
| Participant deferral / active EE | $6,623 | $5,548+19.4% | $4,851+36.5% | $6,710-1.3% |
| Admin fee / account holder | $1,741 | $11,591-85.0% | $8,252-78.9% | $11,403-84.7% |