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 | $163,989 | $177,572-7.6% | $154,803+5.9% | $142,382+15.2% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 13.68% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,276 | $4,810-31.9% | $4,305-23.9% | $4,299-23.8% |
| Participant deferral / active EE | $7,737 | $6,272+23.4% | $5,540+39.6% | $6,507+18.9% |
| Admin fee / account holder | $11,774 | $16,786-29.9% | $14,329-17.8% | $12,624-6.7% |